If you are on Version 12.10 or lower, then download the latest Version 12 installer, then follow the patching instructions above using the Collect-12.x.x.exe file. Once you have finished opening each database, close everything, then repeat the process to patch to Version 13 with the Collect-13.x.x.exe file.

Once the upgrade to Version 13 is complete, you may have to re-share Collect! on the Network. Please refer to the Help topic How to Network Collect! for more information.

After Collect! is available on the network, you will have to update the Desktop shortcuts for each user to point to \\server\Collect\bin\cv13.exe.

If you use Windows Scheduler to launch Collect! for automated processes like Scheduler or Web Host, you will need to update your tasks with the new file path.

Upgrading From Version 11 Or Lower

Before you can upgrade to Version 13, you must first upgrade to Version 12 in order to convert the database from Raima to Microsoft SQL.

Please refer to the Version 12 Upgrade documentation here: How To Upgrade Collect! to Version 12

WARNING: Pay special attention to the Troubleshooting section on the Version 12 documentation, when upgrading from Version 11 or lower.

After you have upgraded to Version 12, and reviewed any troubleshooting issues, you can then upgrade to Version 13.

Please refer to the section above on applying the patch to Version 13.

Once the upgrade to Version 13 is complete, you may have to re-share Collect! on the Network. Please refer to the Help topic How to Network Collect! for more information.

After Collect! is available on the network, you will have to update the Desktop shortcuts for each user to point to \\server\Collect\bin\cv13.exe.

If you use Windows Scheduler to launch Collect! for automated processes like Scheduler or Web Host, you will need to update your tasks with the new file path.

Troubleshooting

Client Addresses

In Version 11 and newer, the Client form has fields for City, State, and ZIP. If your client addresses are in the older format where all of this information was stored on one line, you can run the Update Client Addresses utility to parse the address and put the pieces of the address into the City, State and ZIP fields of the Client form.

Option 1: Run the Update Client Addresses utility from the Tools\ Utilities Menu in Version 12, before updating to Version 13.

Option 2: If you already updated to Version 13, start Collect! with /claddress to access the utility. It will automatically run when you sign in with user level 99.

Web Host

By default, the upgrade does not upgrade your web host to the latest version of web host. This is to preserve your customizations. If you wish to upgrade to the latest web host, please refer to the Help topic How to Upgrade Web Host for more information.

The latest release of Web Host is optimized for the latest release of Collect!, so we recommend upgrading web host to get the full benefit of the portal.

Judgment Accounts

Collect! now allows only one 195 Judgment Interest transaction on a Judgment account. If you have posted several 195 interest transactions, only the most recent will be used for the interest calculations. To remedy this, it is necessary to change the Transaction Type of any additional judgment interest transactions posted after the Judgment Date.

It is necessary to use a different type because the 195 is a special reserved transaction type for the original Judgment Interest posted along with the Judgment Principal.

System Transaction Types

We have designated 1081 - 1085 as system types. If you were already using these types, the upgrade process will re-code them to 1081O - 1085O and update any system references to them. If you have reports that reference those transaction type codes, you will need to update them manually.

Areas To Test With Every Major Upgrade

Your upgrade should be tested thoroughly, especially in the following general areas, before proceeding to use your upgraded database. We have a checklist that you can use as a guide for testing an upgrade. Please Click here to obtain copy.

Reports and Letters

Collect! updates report codes during the upgrade, including address field codes, and creates the cosigner loop in letters requiring this.

Run test printouts on ALL the reports you used in your previous version of Collect! to confirm that they are still working properly and printing the way you expect.

Access Rights and Levels

You and your operators will see many new fields and forms in your new version. Sign in at various User Levels and confirm that they still function as before. You may want to tighten up access security rights to some of these new fields or forms.

By default, Collect! restricts access to new forms and menu items so that only Owner and Administrator levels can access them (User Level 1, 10 and 99). There are some areas that cannot be set this way, such as sub-tabs and you will need to set them.

Contact Plans

Run all of the Contact Plans you were using in your previous version to make sure they function as they did before.

Import Routines

If you used any import routines in your previous version, they will have to be carefully examined in the new version. Do a Quick Print with all details in your previous version and then use this printout to check your import specifications in the new version.

In Collect!'s Application Log, in the UPGRADE category, you can find the list of import modifications naming fields no longer in Collect!.

Fields that no longer exist in the database, or that have been renamed, will appear as a blank line in your import map. This must be corrected before you use the import.