Collect! Credit and Collection Software™

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Collect! Features

The Collect! Features form shows all the special components available in the Collect! system. Several of these functions are included by default in every Collect! system. Others may be added on to extend the rich set of basic functions. Components marked with a check mark are installed on your system and are ready to use.

Extension modules cannot be enabled in this form. They are enabled with a license code obtained from Comtech Systems Inc. and may be purchased individually. Contact us and get enabled now!

Voice: ..... (250) 391-0466
Email Sales: ..... sales@collect.org
Fax :..... (250) 474-2622
Sales: ..... (800) 661-6722
Web: ..... www.collect.org


Collect! Features

Category

This field displays the feature set you are currently licensed for. Collect! Entrepreneur, Collect! Professional and Collect! Corporate are the available options. One of these categories is selected when you purchased your license.

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Account Matching

This option automatically checks for matching accounts using information such as name, phone numbers, social number and more, and lets you group accounts together. Check the help on Account Matching for more information.

This is a basic function included in every Collect! system.

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Auto Dialer

The Auto Dialer can dial your phone for you automatically when you move on to an account while working your WIP list. You can also dial by double-clicking a phone number.

This uses TAPI (Telecommunications Application Programming Interface), a standard command format available on Windows operating systems.

Auto Dialer is a licensed extension module.

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Credit Reporting

This option lets you send information about delinquent accounts to credit bureaus such as Experian, Equifax and Trans Union. See the help on Credit Bureau Reporting for more information.

Credit Bureau Reporting is a licensed extension module.

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Archiving

Archiving enables you to store your inactive accounts in a separate database. The separation is transparent to the user. All accounts are visible in one database view. However, archived accounts cannot be edited unless they are restored to the active database.

This feature optimizes database performance and shortens maintenance times while providing instant access to all your information.

This is a basic function included in every Collect! system.

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Batch Processing

Process volumes of accounts quickly with several functions available in the Batch Processing tools. You can run contact plans, assign accounts, prepare accounts for reporting to credit bureaus and more.

This is a basic function included in every Collect! system.

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Scheduler

Schedule tasks to run automatically at convenient times. You select the tasks to run and set other parameters as needed. See Help topic " Scheduler" for more information.

The Scheduler is a licensed extension module. Contact us at sales@collect.org for pricing.

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TCN Module

This feature enables you to employ Interactive Voice Messaging (IVM), Interactive Voice Response, Predictive Dialing and blended call management with this interface to our Partner, TCN Broadcasting. You arrange for your account with TCN and the services which you will use, then by obtaining the interface Module to communicate with them seamlessly, you will be able to upload call lists and download call results direct to/from your Collect! system. See the Help topic, TCN Module for more information.

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Import/Export

This option lets you quickly and accurately load large numbers of accounts into Collect!, work with other computer systems and databases, and support branch offices using Collect!. Check the help on Import/Export module for more information.

Import/Export is a licensed extension module.

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Letter Service

The Letter Service option enables you to outsource your letters to an external mailing house. They are typically able to provide very cost-effective letter printing and mailing services due to their economies of scale, and can provide additional services such as automatic NCOA processing. Please refer to the help topic How to Use Letter Service for more information.

Letter Service is a licensed extension module.

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Payment Plans

This option supports paying planned periodic amounts on a debt. Check the help on Payment Plans for more information. This is a basic function included in every Collect! system.

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Client Management

This option enables you to work your clients right in your working database. Notes, Contacts, and Attachments can be stored on Client records to help you schedule and keep track of communication with your clients. Run contact plans, schedule letters, and load a WIP list of Client contacts to work. Import and export Client Notes, Client Contacts, Client Attachments and Payments.

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Database Change Logs

Database Change Logs record changes to database records. This is a module for Version 11 and lower. For Version 12 and higher, this is managed in our optional Dashboard Module.

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ODBC Sync

ODBC Sync enables you to commit on-the-spot Updates, Inserts and Deletes to one or several ODBC compliant third party applications. All the functions of Collect!'s contact plan management system may be used to trigger events. See Help topic, ODBC Sync for more information.

ODBC Sync is a licensed extension module.

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Variable Interest

This option enables you to easily and automatically calculate variable interest rates on your accounts. You create the interest rate index table as a CSV and Collect! does the rest. Collect! calculates interest for one or several Principal transactions on each account, based on the rates and date ranges you set.

Please refer to Help topic, How to Use Variable Interest for setup instructions and other details.

Variable Interest is a licensed extension module.

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Web Host Client Access

This option enables unlimited user signons for your Clients accessing their accounts through the Web Host. When it is enabled, Client users will not be counted as an active user. One 1 licensed seat is required to operate the Unlimited Web Host Server.

Web Host Client Access is a licensed extension module.

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Predefined Import/Export

This option enables you to import data using predefined import maps. You can also create a new import library and populate it with an existing library. To modify the import maps or add to them, you would need to purchase the full Import/Export module.

Predefined Import/Export is available in all installations, unless you purchase the full Import/Export module.

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Predictive Dialer Link

This option allows you to link with predictive dialers for powerful phone processing. Contact Comtech Systems for more information. Please be aware that we do not supply the actual dialer hardware and software.

Predictive Dialer Link is a licensed extension module.

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Promise Contacts

This option enables the Promise management functionality in Collect! and is available at every version level.

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Messaging

Interact instantly with your staff by setting displays in the Title and Status bar in Collect!. This is faster than meetings and memos.

This is a basic function included in every Collect! system.

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Membership

Membership is offered on an annual basis and provides a subscription to software updates during the year. Members also enjoy reduced rates on additional seats purchased, and special discounts on utilities and options available during the year.

All members also have full access to all training videos, custom reports, and EDI packages through our Member Center, a Members Only section of the Collect! website.

If consulting or technical assistance is required, Members are entitled to a significant reduction in hourly Time & Services packages.

Purchasing Time & Services enables users to submit a ticket to Member Services through our Member Center Support Portal. Our qualified Technical Services team is available for all consulting and technical requests submitted through our ticket system.

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Payment Processing Module

This option enables you to process credit card and ACH payments electronically through Collect!'s Payment Processing interface. This is a full-featured solution for managing single and recurring payments made by credit card or by bank draft. External payments posted at the Payment Provider's web site are also reconciled and posted within Collect!. Recurring scheduled payments are fully managed within Collect!'s promised payment system.

Payment Processing is an optional module. If you would like more information about licensing this module, please contact Administration at 250-391-0466 option 3.

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Account Limit

This section shows the maximum number of accounts you can work in your database when you are licensed for the Collect! Entrepreneur Edition or the Collect! Professional Edition. You can archive old accounts to give yourself more room or purchase a license for more accounts.

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500 Accounts

A check mark in this feature indicates that the Collect! Entrepreneur 500 Account License is in effect. Each of your databases may contain up to 500 active accounts. When you reach the limit, Collect! will prompt you. You can archive old accounts to give yourself more room or purchase a license for more accounts.

This option is only available for Collect! Entrepreneur.

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1000 Accounts

A check mark in this feature indicates that the Collect! Entrepreneur 1000 Account License is in effect. Each of your databases may contain up to 1000 active accounts. When you reach the limit, Collect! will prompt you. You can archive old accounts to give yourself more room or purchase a license for more accounts.

This option is only available for Collect! Entrepreneur.

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2500 Accounts

A check mark in this feature indicates that the Collect! Entrepreneur 2500 Account License is in effect. Each of your databases may contain up to 2500 active accounts. When you reach the limit, Collect! will prompt you. You can archive old accounts to give yourself more room or purchase a license for Collect! Professional.

This option is only available for Collect! Entrepreneur.

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100K Accounts

A check mark in this feature indicates that the Collect! Professional 100,000 Account License is in effect. Each of your databases may contain up to 100K active accounts. When you reach the limit, Collect! will prompt you. You can archive old accounts to give yourself more room or purchase a license for Collect! Professional Plus or Collect! Corporate.

This option is only available for Collect! Professional.

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500K Accounts

A check mark in this feature indicates that the Collect! Professional Plus 500,000 Account License is in effect. Each of your databases may contain up to 500K active accounts. When you reach the limit, Collect! will prompt you. You can archive old accounts to give yourself more room or purchase a license for Collect! Corporate.

This option is only available for Collect! Professional.

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OK

Select this button to close the Collect! Features and return to the previous screen.

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Cancel

Select this button to close the Collect! Features and return to the previous screen.

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Help

Select this button for help on the Collect! Features and links to related topics.

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