Attachment

The Attachment form may be used to store additional information about a debtor or an account. You can attach any kind of information or even different files to your accounts with an attachment. Several of the fields on this form are indexed for fast retrieval when reporting or calculating. As long as Windows is set up to handle the file type, you can instantly display any type of original information about any account. Please see the Help topic How to Use the Attachment Form for details about some of the many ways you can use the attachment form.

Attachment

Class

This field displays a pick list choice. Use it to categorize your attachments. Please see the Help on How To Use Pick Lists for information about building your own list or adding to the defaults provided by Collect!.

Type

This is for further categorization.

If you enter Type 1, 2 or 3 here, the A1, A2 and A3 tabs will take you to these attachment types when you select the tabs A1, A2, and A3 on the Debtor form. Also those buttons will display orange when you have attachments that you classified as these types.

Subclass

This is a hidden field which stores the textual value of the Type pick list selection. You can insert it as a column when you are viewing all Attachments. This makes it easier to examine and locate the exact information you need when browsing Attachments, especially if you are using Dynamic Attachments. You can also use this field in reports.

Description

Enter a description for this attachment. When you select Browse from the top menu bar and choose Attachments, your description will be displayed in the list.

Index 1

Enter information here that you need quick access to.

For example, if this is a Vehicle attachment you would probably want to enter the VIN number here.

Similarly, if it is an Asset attachment, you might enter a property identifier here.

You can quickly find attachments with this index by using the Browse menu Find By option, and selecting Index 1. Enter the index to search for when prompted.

Index 2

Enter additional information here that you need quick access to.

For example, if this is a Vehicle attachment you would probably want to enter more Vehicle Identification data here.

Similarly, if it is an Asset attachment, you might enter an additional property identifier here.

You can quickly find attachments with this index by using the Browse menu Find By option, and selecting Index 2. Enter the index to search for when prompted.

Date 1

This is an indexed date that you can use to quickly locate attachments by date.

For example, if this is a Vehicle attachment you might enter the date the vehicle was entered into the system.

You can quickly find attachments with this index by using the Browse menu Find By option, and selecting Date 1. Enter the date to search for when prompted.

Date 2

This is another indexed date that you can use to quickly locate attachments by date.

For example, if this is a Vehicle attachment, you might enter the date the vehicle was located.

You can quickly find attachments with this index by using the Browse menu Find By option, and selecting Date 2. Enter the date to search for when prompted.

Date 3

This is a user-defined date field.

Date 4

This is a user-defined date field.

Value

A numeric field for your use. The field type is a 16-bit integer that can only store values from -32768 to 32767.

Factor

A numeric field for your use. The field type is a 16-bit integer that can only store values from -32768 to 32767.

Credits

A currency field for your use.

Debits

A currency field for your use.

Result

A numeric field for your use.

User 8

This field is for your own definition and use.

User 9

This field is for your own definition and use.

User 10

This field is for your own definition and use.

User 11

This field is for your own definition and use.

User 12

This field is for your own definition and use.

User 13

This field is for your own definition and use.

User 14

This field is for your own definition and use.

User 15

This field is for your own definition and use.

User 16

This field is for your own definition and use.

User 17

This field is for your own definition and use.

User 18

This field is for your own definition and use.

User 19

This field is for your own definition and use.

User 20

This field is for your own definition and use.

User 21

This field is for your own definition and use.

User 22

This field is for your own definition and use.

User 23

This field is for your own definition and use.

User 24

This field is for your own definition and use.

User 25

This field is for your own definition and use.

User 26

This field is for your own definition and use.

User 27

This field is for your own definition and use.

User 28

This field is for your own definition and use.

User 29

This field is for your own definition and use.

User 30

This field is for your own definition and use.

User 31

This field is for your own definition and use.

File

This can contain a complete filename to any kind of file attached to this account. You can even store links to HTML documents or web sites.

There are four buttons to the right of this field.

These buttons let you:

• Open the file or go to the web site
• Print the file
• Delete the file - CAREFUL!!! Actually deletes!
• Select a file from your system without opening it

This feature lets you attach any kind of file to your accounts in Collect!. You can attach credit reports or information returned from some other type of query. As long as Windows is set up to handle the file type, you can instantly display any type of original information about any account. There are many possibilities. You can even use an import routine to read information, create a file for the account and attach it to this field for quick retrieval.

If you put a URL in this field, Collect! will use your web browser to go to the web site when you select the OPEN button.

To remove a file from this field without deleting it, simply click into the field and backspace to erase the file from the field. The DELETE icon actually deletes the file from your PC!

Update Debtor

The Attachments Tab provides you with the ability to store skip trace or alternate address information which you may have obtained from other sources such as directories, credit bureaus, or skip locate information providers. Data you receive may be manually entered or electronically imported into an Attachment with the Class "eBureau" and Type "Alternate Address". The benefit to using this window is that it contains an Update (debtor) button which will automatically populate the main debtor screen with your data without your having to manually transfer the new information yourself.

Please refer to the Help topic Update Debtor for more information.

Update Debtor

Created

This field will display the date the attachment was created.

Created By

This field will display the ID of the operator who created this attachment.

Modified

This field will display the date the attachment was last modified.

Modified By

This field will display the ID of the operator who last modified this attachment.

OK

Selecting this button will save any data you have entered and return you to the previous form.

<<

Selecting the BACKWARD navigation button will take you back to the previous record.

>>

Selecting the FORWARD navigation button will take you forward to the next record.

New

Select this to open a new attachment form.

Delete

Select this to delete the currently displayed attachment.

Cancel

Select this button to ignore any changes you may have made and then return to the previous form.

Help

Press this button for help on the Attachment form and links to related topics.

Open Folder

This button is visible only in the list of Attachments. Select it to open the Attachment folder for the account. You can then open any file contained in the account's Attachment folder. If there are no attachments with an entry in the File field, selecting this button will do nothing.

Edit

This button is visible only in the list of Attachments. Select it to open the currently selected Attachment for editing.

Detail

This button is visible only in the list of Attachments. Select this to open the highlighted attachment.