Click Here to Close this Form.

The Operator form contains all the settings for an individual Collect! user. These settings control many aspects of the particular operator's access to Collect!

Operator

When the operator signs in, a different form or menu may be displayed. The operator Commission Rate and Sales Team settings may be set in the Operator form. Other settings control the messages displayed to the operator and the printing defaults that apply. You can set whether or not accounts are recalculated automatically when changes are made to the accounts. Logging operator account activity can also be switched ON. Password and account security, and permission to access the Web Host are also set in the Operator form.

ID

This is the short identification code assigned to the Operator or Sales Team. This ID is used to set every parameter in Collect! that relates to the operator. The ID that you choose for each Operator must be UNIQUE.

If you are using Sales Team functions then you should assign distinct ID codes to Distribution Teams. It is suggested that you use codes that clearly designate Sales Team IDs as different from your individual Operator IDs.

You cannot use "System" or "Admin" for your ID. These are reserved words.

Type

The selection in this field controls which form the operator will see upon starting Collect!. Certain types have special functions that start up automatically. The Type pick list options are listed below.

System

An operator with this setting will see the Main Menu as soon as they sign into Collect!. This is useful for managers and any other user who performs multiple functions in Collect!.

Collector

An operator with this setting will see the Work In Progress form as soon as they sign into Collect!. This is useful for collectors to be ready to work their accounts as soon as they sign on.

Dialer Operator

An operator with this setting sees the Predictive Dialer waiting for a call as soon as they sign into Collect!. When a call connects, the Debtor form is displayed for the Debtor being contacted.

Client

An operator with this setting will see the Client form as soon as they sign into Collect!. A Client operator only has access to their own accounts.

When you select this field, you will notice that the Title field is now displaying "Client #." You must enter a valid Client Number for this operator. It should be the Client Number for the accounts you want this operator to see. If you leave the Client # blank, Collect! will not allow the Client operator to sign into Collect!.

This is tied into a hierarchical client ownership system. If the Client # you enter owns other clients, they will also be visible to this particular operator through the Browse Debtors and Find By menus. All other accounts will not be visible.

Web Host

An operator with this setting automatically starts Collect! in Web Host mode. This setting enables several functions that depend on additional settings in the Operator Security and Operator Detail form.

Additional settings may be set for sending XML data to Collect!, for enabling SSL, and for naming ports to use for HTTP and HTTPS (secure mode).

Scheduler

An operator with this setting automatically starts Collect! in Scheduler mode. This setting displays the Scheduler as soon as the operator signs in, allowing you to set tasks to be performed automatically, such as database snapshot, import routine, recalculate totals, print letters/report and Reconcile ACH and Credit Card History, etc.

Distribution

This is formerly Sales Team. The description was update to reflect its purpose in Account Toss, but the functionality related to the field is the same.

When you select this setting, fields will appear on the Operator form displaying a list of Sales Team members and settings.

Sales Team definitions let you distribute commissions among groups of people. For example, a Collector may get 10%, a Salesman 5% and the Sales Manager 2% of any commission collected from an account.

Sales team ID should be entered in the Debtor's Sales field.

Pool Desk

The is a display option for tracking pool desks. There is no system functionality linked to this type.

Name

This is the name or alias of the Operator. This is printed on many letter/report templates. If this is a Sales Team, you can enter a description here.

Actual

This is another name you can use. You can put your Operator's actual name here for your internal information. This field is not normally printed on letters.

Title

This gives the title of the Operator, such as Account Manager. This is printed on letters. This field is ignored for Sales Team definitions.

When the Initial Form is set to CLIENT, this field changes to "Client #."

Client #

This specifies the Client Number of this Client Operator. Only accounts belonging to this Client Number may be viewed by this Operator.

You MUST put a value in this field for this to work right. If you leave this blank, Collect! will not allow the Client operator to sign into Collect!.

This field replaces the 'Title' field when the Type is set to CLIENT.

The Client # is tied into a hierarchical client ownership system. If the Client # you enter here owns other clients, they will also be visible to this particular operator through Browse Find By functions. All other accounts will not be visible.

The Client # in the Operator Security section is ignored when the Operator type is CLIENT.

Office

If your agency has multiple offices, this field can be used to indicate which office the operator is working from.

Email

Enter an Email address here for this Operator. Click on the Email field icon to the right of this field to open the Email message window. You can send an Email to the Operator. The address is entered automatically. Press Send to deliver the Email. Collect! uses your system Email program. After the Email is sent, the window closes. Refer to Send Mail for details about the use of Email in Collect!. Select the Email tab to fill in details for the operator's email setup.

Commission Rate

This is the Commission Rate assigned to the Operator. Transaction commissions are multiplied by this percentage to determine the Operator's commission in the Operator Analysis report.

For Sales Team definitions, this field is calculated as the sum of all member commission rates. The commission should never exceed 100%, since 100% represents the commission paid by the client to the agency.

Reports To

This field will open an Operator list to allow you to specify a manager for this operator.

There is no functionality link to this field. It is for reporting purposes only.

Address

This is the Street Address of the operator.

Street Number

This is the Street Number of the operator.

Address 1

This is an optional second Address line for the operator.

City

This is the City of residence for the operator.

State

This is the State Name or Code for the operator.

ZIP

This is the Zip or Postal Code for the operator.

Phone

This is the phone number of the Operator. This is printed on letters. This field is ignored for Sales Team definitions.

Phone Extension

This is an optional Extension for the number indicated in the Phone field.

Private

This is another phone number you can use.

Private Phone Ext

This is an optional Extension for the number indicated in the Private Phone field.

Country

This is the Country of residence for the operator.

Last Login Date

When an Operator logs in, it will store the date in this field.

Last Login Time

When an Operator logs in, it will store the time in this field.

OK

Select this button to save any changes you have made and return you to the previous form.

<<

Select this button to navigate to the previous operator in the Operator list.

>>

Select this button to navigate to the next operator in the Operator list.

Help

Select this button for help on the Operator form and links to related topics.

Delete

This button is visible only on the list of all Operators. Select this to delete the highlighted item from the database.

Edit

This button is visible only on the list of all Operators. Select this to open and modify the highlighted item.

New

This button is visible only on the list of all Operators. Select this to open a new blank Operator form.

Cancel

This button is visible only on the list of all Operators. Select this to close the list of Operators without saving any changes you may have made. You will be returned to the previous screen.

Security

The Operator Security section controls access levels and other security settings pertaining to this operator. Logging account activity can also be switched ON. These settings are explained in the Help topic Operator Security.

Detail

The Operator Detail section enables you to select many additional personal operator level settings. These are explained in the Help topic Operator Detail.

Operator Email

This section sets Email parameters for the operator. The settings are explained in the Help topic Operator Email.

Team

The Operator Team section sets details when the Operator Type is SALES TEAM. These settings are described in the Help topic Operator Team.

This tab is accessible only when you have selected 'Sales Team' in the Operator 'Type' field.

Group

The Operator Group section enables you to set up a customized list of Operator IDs for this operator. You can use this list to limit the Operators this Operator sees when they view the list of all Operators. This is a very useful security feature when loading contacts for operators in your WIP List.

This tab is NOT accessible if you have selected 'Sales Team' in the Operator 'Type' field. Select any other type of operator to access the Group area.

Please refer to Help topic, Operator Group, for more information.

Attachments

Select this tab to display all the Operator Attachments link to this Operator.

Click Here to Close this Form.

The Operator Team section of the Operator form sets details when the Operator Type is SALES TEAM. These settings are described below.

Operator Team

Function

This is the function of the Operator assigned the following commission. Functions given are Collector, Sales, Legal and a number of others. For each function you can assign an Operator at a specific commission rate. You can have multiple Operators responsible for one function, just as you can have one Operator assigned to multiple functions.

Function 1

You can have up to sixteen members in a team. Teams can also consist of only one member. Each team member performs a function at a specific commission rate.

Operator

This is the ID of the Operator assigned the specific function. The Operator's commission will be incremented by the Transaction Commission Amount times the Member Commission Rate. Press F2 to choose from your list of operators.

Only Operators with the ACCOUNT IS DISABLED switch OFF will appear in these lists.

Member 1

You can have up to sixteen members in a team. Teams can also consist of only one member. Each team member performs a function at a specific commission rate.

Rate

Values in this column are commission rates assigned to each specific function. This is the commission rate of the team member. Transaction commissions are multiplied by this percentage to determine the Operator's commission in the Operator Analysis report. The total of all member commission rates is calculated and automatically entered into the Team Commission field. The total should never exceed 100%.

Commission 1

You can have up to sixteen members in a team. Teams can also consist of only one member. Each team member performs a function at a specific commission rate.

Account Access Security

When using the account access security system in Collect!, you can set up a series of teams and then use the Sales IDs to control access to your accounts. Teams can be nested within other teams as needed.

Please refer to How to Restrict Access to Accounts for details.

Click Here to Close this Form.

The Operator Security section of the Operator form controls access levels and other security settings pertaining to this operator.

Operator Security tab

Several of these settings may be used to easily and effectively restrict access to your accounts using methods described in Help topic, How to Restrict Access to Accounts.

These and other available settings are explained below.

ID

This is the short identification code assigned to the Operator or Sales Team. This ID is used to set every parameter in Collect! that relates to the operator. The ID that you choose for each Operator must be UNIQUE.

If you are using Sales Team functions then you should assign distinct ID codes to Distribution Teams. It is suggested that you use codes that clearly designate Sales Team IDs as different from your individual Operator IDs.

You cannot use "System" or "Admin" for your ID. These are reserved words.

Group ID

This is a user-defined field where you can select an ID from the Operator pick list. This enables you to group Operators for your own purposes. This is a loosely organized group with no automatic functionality. You can use it to track performance, calculate commissions or set other options. To use this field in a report, you can use WHERE (@os.gi = {myID}) to find all members of the group. Please refer to Help topic, Operator Group for details about creating a more formal group of operators with added functionality.

Auth

Collect! allows you to associate your Windows account with your Collect! account. When you sign in for the first time, with a valid password, you will receive a prompt asking if you want to Automatically sign in with Windows Authentication.

Sign on with Windows Authentication

If you select YES, your Window ID will be written to this field. When you sign into any computer on your network and open Collect!, it will automatically sign you in.

If you select NO, the value '=IDPASS' is written to this field. Each time you sign into Collect!, you will be prompted to enter an ID and password.

If you have an operator who needs access to multiple operator accounts in Collect! such as an IT person or someone who works in multiple departments, you can put the Windows ID in the AUTH field of multiple operators. When that Windows user signs in, they will be given a list of operator IDs to select from.

Sign on with Windows Authentication for Multiple Operators

Password

This is the password used when the Operator signs on to the system. Passwords can be the same among a group of users. This field is ignored for Sales Team definitions.

The Password may be up to 21 characters and/or numbers. Passwords are case-sensitive.

When creating a new operator, you will need to click OK to commit the operator to the database first, then go back in to set the password.

Click the CHANGE PASSWORD button to either set or change an operator's password.

You cannot use a password of ******** ( 8 asterisks).

If an error occurs when you create a Password, you will be sent back to the Change Password form to correct the error. You can still leave the Operator without correcting the error by pressing ESC on your keyboard.

User Level

This is the level of the User. This can range from a Junior Collector with very limited access rights, to a System Manager who has complete control over Collect! Press F2 when you are in this field, or select the down arrow next to the field. Either way, the list of User levels is displayed for you to make a choice. You can create your own User levels with their own set of rights. This field is ignored for Sales Team definitions.

It is recommended that you use the predefined User Levels provided by Collect! and modify them if needed. You should have a good idea of the rights of each Level before you assign a Level to your Operators.

You should only use User Level 99 for administrative purposes. Assigning a User Level 99 may result in losing functionality that relies on Collect!'s access rights system.

The value in this field may be used in contact plans to trigger events based on the Debtor Operator's User Level.

Enable MFA

When this switch is ON, MFA will be enabled for the Operator and the user will be expected to type in an MFA code after signing in with the normal user name and password.

MFA Verified

This switch is turned on the first time they sign in with a valid MFA code. If the switch is turned off a new secret will be generated when they sign in and they will be presented with a new bitmap to scan. If the switch is on, their existing secret will be used to verify the MFA code they enter.

MFA Email

If this switch is on, an email will be sent to the Operator with their one-time password. This requires a valid email on the Operator record and is meant as an alternative to the QR Code. This requires Collect! to be setup for email and the Operator record to have a valid email address. Please see the Help topic How To Setup Sending Email In Collect! for more information.

Security

When this switch is ON, Collect! will allow this operator to access accounts which you have restricted, either through the Debtor Detail form or through the other security settings available in Operator Security. You can customize this further using the 'Strict' switch below this check box.

Please see How to Restrict Access to Accounts for instructions on using this feature.

The security options also work for client operators like sales people. When enabled, you can restrict access to clients to operators by filling in the Client Operator, Assign Accounts to Operator, or Assign Sales to Operator fields. If you have Sales Teams, you can specify a team on the Client Operator field.

You cannot switch OFF 'Security' if you have switched ON 'Strict' as 'Strict' can only be applied to accounts when 'Security' is switched ON. If you want to switch OFF 'Security', remove the check mark from 'Strict' and then you can remove the check mark from 'Security'.

Strict

This switch controls whether or not restricted accounts appear to the operator. When this switch is ON, this operator cannot see any accounts which they do not have access to. The accounts are completely invisible to the operator, even when browsing or printing a report.

When this is switched OFF, this operator will be allowed limited, read-only access to these restricted accounts.

When you switch ON 'Strict', the 'Security' check box above it will be marked automatically as 'Strict' can only be applied to accounts when 'Security' is switched ON.

Please see How to Restrict Access to Accounts for instructions on using this feature.

Locked Out By Default

When you have 'Security' switched ON, you can switch this ON to lock out this operator from all accounts in your database. This is a comprehensive way to apply account access control without having to set each account.

Only accounts that have this Operator ID in the Debtor Operator or Sales field will be able visible to the operator. If you want to grant access to other individual accounts to this operator, put the operator's ID in the Debtor Detail Clerk or Access field or put in a Team ID that this operator belongs to.

This setting can be further enhanced with the use of the 'Strict' setting. Please see How to Restrict Access to Accounts for instructions on using this feature.

This setting is ignored if the Operator Type is CLIENT.

Client #

Use this field to restrict this Operator to only view accounts for this particular Client. Only the accounts for this Client # will be accessible to the Operator.

This is tied into a hierarchical client ownership system. If the Client # you enter here owns other clients, they will also be visible to this particular operator through the Browse Debtors and Find By menus. All other accounts will not be visible.

This setting is ignored if the Operator Type is CLIENT. In that case, you MUST enter the Client # in the field beneath the field labeled 'Actual' in the top part of the Operator form.

Apply To Client Accounts

Switch ON this setting if you want to enable this Operator to view Client accounts while restricting access to only the Client # you have set, or any Clients owned by the Client # you have set.

This is useful for your Sales Operators. It enables them to view and edit the Client accounts you want them to see. When you combine this with Client Hierarchy, you can set up a very nice working environment while ensuring proper restrictions.

You can also setup operator teams for security. For example, if you have an account that should be accessible by a team instead of just a single operator, you can assign the operator to a team and assign the debtor to the team instead of the operator. Alternatively, you can put the team ID on the debtor's Access field located on the Debtor Detail form.

Please refer to the Help topic How to Setup a Security Team for more information.

Enable Verification

Switch this ON to prompt operators to confirm important information before they exit a form. This is a very useful feature for confirming data or simply to make sure the operator has important information that you need.

There are a few steps necessary to set up this procedure. Please refer to Help topic, How to Prompt To Verify Field On Exiting A Form for details. This will explain how to proceed with verification on the field of your choice.

Allow Browser Signon

Switch this ON to allow this operator to access Collect! over the Internet using Collect!'s Web Host.

This switch works with the Web Data Entry feature. It has no effect on the use of Collect! in ordinary network setups.

Please refer to Web Host for more information.

Password Never Expires

If you set a number of days globally in the 'Renew password every' field in the Password Settings form (accessible through the System menu, Rights option, at the top of Collect!) then operators will be prompted to renew their passwords. Switch ON 'Password never expires' with a check mark to avoid the system prompting the user to renew the password.

Must Change Password Next Logon

Switch this ON with a check mark to force the user to change their password the next time they sign into Collect!.

Account Is Disabled

When you switch this ON with a check mark, the operator will not be allowed to sign into Collect! A message will be displayed informing the operator of this with a suggestion to contact the system administrator.

Account Is Locked Out

You can enable this switch with a check mark to lock a user out of your system. They will not be able to sign in at all. To re-enable the account so that the user can sign in, clear the check mark from this field.

If you set a number of tries in the 'Lock out after' field in the Password Settings form, this will set a limit to the number of signon attempts Collect! will allow a user. When a user has entered too many incorrect passwords, this switch will become enabled and they will not be able to sign in at all. To re-enable the account so that the user may sign in, clear the check mark from this field.

Show Passwords

Switch this ON to unhide Operator Passwords. The effect is immediate. Once you have switched ON Show Passwords, you can navigate through the list of Operators and all the Passwords will be visible.

The "Show passwords" switch is visible only if you are signed in at User Level 99. It works only for User Level 99, for security reasons. No other level can unhide or view Operator Passwords.

Allow Local File Copies

Switch this ON to automatically store printed files locally. Operators with the switch ON will be able to print documents to a local My Collect! Documents folder inside the My Documents folder of the currently logged on Windows user.

You are making local copies of files on operators' machines. Debtor or client data may be stored in these documents. If you are a high security company and cannot store data off the server, don't use this switch.

Because the files are local, this preserves your single socket connection to the server. Operators with this switch ON will be able to print documents even through the Client executable.

This switch has no effect on HTML files, because these files may have external dependencies.

Log Viewed Accounts

Switch this ON to log account activity to the Application Log. Every account that this operator views will be written to the log with a date/time stamp.

Collect! considers as "Viewed" opening the Debtor form and any part. Creating or modifying Contacts and Attachments are recorded as "Viewed" as well.

Please refer to Help topic, Collect! Log Viewer for more information about the Application Log.

Create Contact

This box works in conjunction with Log Viewed Accounts above. Switch this ON to create a Review contact on the Debtor that the account was viewed. In addition to the date and time the account was opened, it will also store the Elapsed Time that the Operator was on the account. The Contact Type will be "Operator Viewed."

Log Modified Accounts

Switch this ON to log account activity to the Application Log. Every account that this operator modifies will be written to the log with a date/time stamp.

Collect! considers as "modified" any change to the actual Debtor form, the creation or modification of Notes, Cosigners, Transactions, Debtor Detail and the Misc tab. Also, any changes to the Credit Report Details tab.

Creating or modifying Contacts and Attachments from the Debtor are not considered as modifying the Debtor. However, this logged as "Viewed" because the Debtor form is open.

Please refer to Help topic, Collect! Log Viewer for more information about the Application Log.

Enable Secure Socket Layer

Switch this on to enable SSL automatically when a Web Host operator logs into Collect!. This setting is used with the following two settings to determine how the SSL will be used.

Stunnel Socket Wrapper

When this setting is chosen, Collect! automatically starts the Web Host with the /W1s argument. This must be used with a third party SSL utility.

Internal Collect! SSL

When this setting is chosen, Collect! automatically starts the Web Host with the /W1ss argument. This uses the internal SSL functionality of Collect!. No external utilities are needed. Collect! will use Port 443 for HTTPS by default, or you can set a different port using the /y argument.

Web Host XML Data Pump

This setting allows a user to pipe data directly into Collect! using XML. The Operator Type must be Web Host to use this feature. Collect! automatically starts Web Host with the /W3 argument. Use with Trusted Hosts to add a layer of security. Please refer to Help topic, Web Host XML Data Pump for more information.

Deny Multiple Signon

Switch this ON with a check mark to restrict this Operator to signing into only one instance of Collect! at any given time.

When this switch is ON and the Operator attempts to sign on more than once, this will generate an error message. The event will be written to the Application Log and Collect! will shut down.

This evaluation takes place during the opening of a database when Collect! retrieves the Operator record.

Click Here to Close this Form.

The Operator Detail section of the Operator form enables you to select many additional personal operator level settings. These are explained below.

Operator Detail

Notes Color

This setting determines how notes are displayed on the Debtor form. You may select a color from the pick list provided, or add your own colors to the pick list.

You may use different colors for different operators. These colors show up when you are viewing the Debtor form, but they are not displayed when you are editing the notes.

These are RGB values, as in standard HTML color usage, and are in hexadecimal form.

Examples:

White #FFFFFF
Blue #FF0000
Red #0000FF
Green #008800
Amber #0099FF
Purple #FF00FF

Please refer to an online Color Chart for a quick reference to additional colors that you may use and to Using Color In Collect! for color topics.

Messaging

These settings determine how Collect! handles messages intended for the user. NORMAL sees the most messages. This is very useful to prevent user error! EXPERT sees very few messages, so it must be used with caution or you may end up performing actions by mistake without realizing it, like deleting records!

The Messaging pick list choices are explained below.

NORMAL

Select this to display all error messages and prompts to the user. This field is ignored for Sales Team definitions.

This setting alerts the user before records are deleted. It will then provide a second prompt requiring the user to type in the word DELETE. It is case sensitive. It is useful to leave it enabled even if you do not consider the user to be a "novice."

ADVANCED

Select this if you consider this user to be experienced. Most prompts and messages are displayed. This field is ignored for Sales Team definitions.

This setting alerts the user before records are deleted. It may be useful to leave it enabled for your more experienced users as well.

EXPERT

Select this mode to inhibits messages and prompts. No prompts are displayed when deleting debtors. Be careful assigning this capability to anyone since they can quickly delete many records! This field is ignored for Sales Team definitions.

WARNING: This setting does not alert the user before records are deleted!!! Use with caution.

*** Even an experienced group like the Comtech Support team uses the NORMAL level setting! ***

Language

Select a Language to use a custom language file so this Operator has a different translated version of Collect!.

Please refer to the Help Topic How To Customize An Operator's Language for more information.

Printing

These settings determine the default printing mode for the operator. This can be changed when a report is being printed. However, it is useful to set here when you are pretty sure of the mode the operator will be using for most letters and reports.

The Printing pick list choices are explained below.

SYSTEM DEFAULT PRINT

This setting uses the default system-wide print option as set in the Report and Printer Setup form.

To access the Report and Printer Setup form, select System from the top menu bar and then select Preferences from the list of choices that appears. The System Setup menu will be displayed. Select Reports and Printing from this menu.

PRINT DIRECT TO PRINTER

This setting overrides the system-wide default print setting and applies to the currently displayed Operator ID. Printing occurs directly to the printer. This setting is for backward compatibility with earlier versions of Collect!.

PRINT VIA DEVICE CONTEXT

This setting overrides the system-wide default print setting for the currently displayed Operator ID and uses Windows features. It is fast and works very well with most printers. Use this setting to print documents with images and graphics.

Older Dot Matrix printers may require that you choose Print Direct To Printer instead.

PRINT VIA BROWSER

This setting overrides the system-wide default print setting and applies to the currently displayed Operator ID. It sends printing through your browser in HTML format.

This setting must be selected when you want to use a Style Sheet for this Operator.

Exclude Contact Control Message

Switch this ON to disable all messages related to Contact Controls for this Operator. This will also disable the associated note lines that are written indicated that the operator had been notified.

Selecting this options disables the prompt and the note lines.

Exclude CC Note Line

Switch this ON to disable the note lines that are written after a user is prompted regarding a Contact Control.

Selecting this option only disables the note lines, not the Operator prompt.

Use Softphone For Dialer

Switch this ON if you want Collect! to use softphone for all this Operator's auto dialed calls. You must put the softphone protocol prefix in the "Note 2" field.

Your O/S must be configured already to handle the softphone communication protocol you specify.

Please refer to Help topic, How to Setup the Auto Dialer for additional information.

Automatic Recalc

Switch this ON to force Collect! to fully recalculate the debtor when you open a debtor account. This will ensure that, when you are viewing the account form, all dollar amounts are current and up to date.

Perhaps this operator does not need to see updated financial information or perhaps your use of Collect! does not require recalculation whenever you view an account. In this case, you may choose to leave this switched OFF. If you have many, many operators, leaving this switch OFF will optimize your network performance.

Please refer to How To Setup Operators for more details.

Disable Popup Help

To stop help from popping up automatically put a check mark in this field.

Re-enable popup help at anytime by pulling down the Help menu and choosing Enable popup help.

Display Notes Automatically

Switch this ON if you want the Notes tab to always be selected when moving onto a Debtor form. When this switch is OFF, the last highlighted tab is displayed when moving to another debtor.

Disable Account Matching

Switch this ON to disable account matching for this particular operator. This will override the global account matching settings. This lets you use account matching on your system, yet allows certain operators to be able to navigate debtors without the system performing the account matching functions. Typically, system administrators and junior collectors would have this switch turned ON, while data entry operators would have this switch turned OFF. Turning this switch ON disables account matching only for the designated operator.

Prompt Before Grouping Accounts

Switch this ON if you want the system to prompt before grouping accounts. When entering or modifying fields on the Debtor form, this prompt lets the user choose between grouping or not grouping the account to other matching accounts that Collect! finds in your system.

Disable Printing

Switch this ON with a check mark to stop an operator from printing in Collect!. This will stop an Operator from printing in the following ways.

• Right click and "Print"
• The "Print" icon on the toolbar
• Print menu, Quick Print
• Print menu, Reports and Letters
• The PRINT buttons on records such as the Debtor

Whenever the Operator attempts to print in these ways, they will not be allowed to continue to Print Report. A message will inform them that their printing has been disabled. This is also written to the Application Log.

This switch can be used with Access Rights if you want to enable this operator to perform some printing functions while eliminating the freedom to print whatever they want. For instance, you can grant access to items in the Print menu and the operator will be able to perform them. Also, you can include Letter events in contact plans that the operator is entitled to run.

This is very useful to restrict access to printing functions in Collect! while not hampering the operator from performing their normal functions that require printing.

Disable F1 Help

Switch this ON to prevent this operator from accessing Collect!'s HTML help via the Internet browser. Local popup help is still available for fields and menu items.

Legacy Notes

Switch this ON to use background highlighting in the notes. The color for the highlighting is based on the option set in the 'Notes Color' field on the Operator Detail tab for each operator.

If this is not switched on, Collect! will use the value set on the Screens and Messages form.

Goal 1

User-defined field.

In the Operator Analysis Report, this field may be use to track the goal of Agency Commission an Operator must reach before qualifying for the second commission rate stored in the Percent field.

Goal 2

User-defined field.

In the Operator Analysis Report, this field may be use to track the cap that an Operator can have on the Operator Commission amount to pay out.

Percent

User-defined field.

In the Operator Analysis Report, this field may be use to track the second commission rate an Operator can have after qualifying for the goal stored in the Goal 1 field.

Breakeven

User-defined field.

In the Operator Analysis Report, this field may be use to track the minimum amount of Agency Commission an Operator must reach before qualifying for the first commission rate stored in the Commission rate field. With this filled in, the calculations would be based on the Agency Commission amount above this value. For example, if the Breakeven was $5,000 and the Operator brought in $20,000 of Agency Commission, the commission calculation would be based on $15,000.

Date 1

User-defined field.

Date 2

User-defined field.

Report Library

This field displays an alternate report library for this operator. When the operator signs in, this report library will load automatically. Select the BROWSE button to view the available registered devices that you may select. The current database and Web Host report libraries show up in this list by default. Any additional report libraries created with the New Report Library function will also be displayed.

Import Library

This option enables you to load an alternate import library for this operator. When the operator signs in, this import library will load automatically. Select the BROWSE button to view the available registered devices that you may select. The current database and Web Host import libraries show up in this list by default. Any additional import libraries created with the New Import Library function will also be displayed.

Browse

Select the BROWSE button to view a list of registered devices that you may select. The current database and Web Host libraries show up in this list by default. Any additional libraries created with the "new library" functions will also be displayed.

Select BROWSE next to "Report library" to select an alternate report library to load for this operator.

Select BROWSE next to "Import library" to select an alternate import library to load for this operator.

Note 1

User-defined field.

When the Operator Type is Web Host, this field contains the port Web Host listens on for HTTP requests, e.g. 80. Not filling this in defaults to port 80 for the /S Web Host argument.

Note 2

User-defined field.

When the Operator Type is Web Host, this field contains the port Web Host uses for SSL (HTTPS requests), e.g. 443. Leaving this blank causes Collect! to default to port 443 for the /y Web Host argument.

When you have switched ON "Use softphone for dialer," Collect! will look in this field for the protocol prefix for the softphone you want to use. For example, "sip:" All this Operator's auto dialed calls will use this softphone.

When you are using UDP protocol for your dialing system, the UDP redirect string is entered into this field. Please refer to Help topic, How to Setup the Auto Dialer for more information.

If using softphone, your O/S must be configured already to handle the softphone protocol you specify.

Edit Style

Select this button to edit the personal Style Sheet for the currently displayed Operator ID. To use Style Sheets, select "Print via Browser" from the pick list attached to the field labeled "Printing." Please refer to How To Edit Style Sheets for Browser Reports for more information.

Config File

By default, when Collect! opens, it uses the collectcfg.ini file or, if it exists, the collectcfg_{database name}.ini file to load the configuration.

If you want to specify a configuration file, you can put the filename in this field.

The file must be in the Collect\config folder.

WARNING: Any changes to system settings will only affect the configuration file that the Operator has loaded. Typically, this is expected, but if you need to change your SQL Login on the Database Preferences form, you will need to manually copy and paste the encoded values from the collectcfg.ini to any other configuration files that are in use.

Group Work In Progress

As an alternative or amendment to the above, users like managers or team leaders can sign in and load a work in progress that merges all the contacts from the group into a single To Do List.

Here is an example of an operator setup to see the WIP for 2 other users:

Operator Group

On the WIP Options form, you can then select LOAD CONTACTS FOR GROUP and click OK.

WIP Options

To Do List Displaying All Contacts for Operator Group

Click Here to Close this Form.

This section of the Operator form sets Email parameters for the operator. The settings are explained below.

Operator Email

Email Signature

Collect! will add the contents of the file displayed in this field to your outgoing emails. You can simply type in the name of a file to use.

Collect! looks in the Collect\config\email folder by default.

You can create different signature files for different operators. If you have a disclaimer, caveat or any text message of several paragraphs that you would like to always include in each email, you can simply create a signature file in Notepad and save it as a TXT file in Collect\config\email.

Email Server IP

Enter the IP address of your Email Server, if not specified on the Database Preferences form. This field is an override and typically left blank.

Email Type

Select an option for sending emails. The options are:

• Default: This option will use the Email Type configured on the Report and Printer Setup form. If the system is also set as Default, then MAPI will be used.
• SMTP: Select this option if you are routing your emails through an email server. This option is used if you have an email server that either doesn't require user authentication or all users use the same email account.
• SQL: Select this option if you have enabled emailing in Microsoft SQL Server. When selected, the Operator can navigate to the Reload Work in Progress List form and click the Configure Email button to enter their email settings.
• MAPI: Select this option to send emails via your local email client that is set as the default in Windows. Microsoft has been moving to deprecate MAPI, so this option may not be available in your operating system.