Collect! Help Index - Collect! Help

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Collect! Credit and Collection Software™

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Help Index

Welcome to the Help Index. Here you will find a link to each of the pages in our documentation.Please visit our Table of Contents for a Guided Tour of our Help Documentation, or visit our 'How To' Tutorials for Guided Tours of Collect!'s features.

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HTML Browser Reports - How To
HTML Emails - How To
Header
Headers And Footers - How To
Heatmap - How To
Help Contents
Help Contents
Help Menu
Hiding Tabs On Debtor Screen - How To
Hmailserver Email Server - How To
Holiday
Hot Keys - How To
How To Accrue Interest Periodically
How To Add A Font To The Report Writer
How To Add A User Level To Web Host
How To Add A User To Web Host
How To Auto Dial
How To Backup Collect!
How To Batch Process Letters And Emails
How To Batch Process Using Contact Plans
How To Build An Email Report With File Attachment Using The Report Generator
How To Build Reports Or Letters
How To Change A Field's Background Color
How To Change The Tab Order On Forms
How To Check Your Database
How To Check Your Server's Health
How To Close A Debtor
How To Configure Scheduler Tasks
How To Copy Records
How To Create A Language Specific User Level
How To Create A New Database
How To Create A New Import Library
How To Create A New Report Library
How To Create An Envelope Report
How To Create An Export Report
How To Create An Import Map
How To Create An RTF Report
How To Customize An Operator's Language
How To Customize List Views
How To Customize TCN
How To Customize The Login Screen
How To Customize Web Host
How To Delete A Database
How To Delete A Report Library
How To Delete A Single Account From The Credit Bureau
How To Delete An Import Library
How To Design HTML Browser Reports
How To Disable The CBR Tab
How To Do Historical CBR Reporting
How To Edit Note Blobs Using @EDIT
How To Edit The Style Sheets For Browser Reports
How To Enable Logging To Notes
How To Enable Multi Factor Authentication
How To Encrypt A Database Column
How To Encrypt Connections To The Database
How To Enter A Client
How To Enter A Client Payment
How To Enter A New Debtor
How To Export Contact Plans
How To Export Import Maps
How To Export Reports
How To Fax
How To Generate And Print Invoices And Statements
How To Group Debtors And Accounts
How To Have A Successful Data Conversion
How To Hide Tabs On Debtor Screen
How To Import Contact Plans
How To Import Import Maps
How To Import Records
How To Import Reports
How To Install And Setup Apache
How To Install Collect!
How To Install Microsoft SQL Server
How To Install Setup The Client Portal
How To Install Setup The Consumer Portal
How To Install The Collect! Client
How To Install The Rest API
How To Mail Merge From Collect! To Word
How To Manage Contacts
How To Mark Contacts AS Completed Or In Progress In Batch
How To Move Collect! To A New Server
How To Network Collect!
How To Opt In Or Out Of Phone Or Email Records
How To Post A Transaction
How To Prevent Users From Deleting Contacts
How To Print Client Checks
How To Print Letters To A Single Account
How To Print Letters To A Tagged List
How To Print Notes
How To Print To Debtors With Multiple Accounts
How To Process Results From TCN Call Campaigns
How To Prompt To Verify A Field On Exiting A Form
How To Read The Metro Contact Description
How To Read The Metro2 Format
How To Renumber Debtor File Numbers
How To Report A Settlement To The Credit Bureau
How To Report Cosigners To Credit Bureaus
How To Request A Credit Bureau Pull
How To Request A Legal Fee Advance From Your Client
How To Restore Printer Control Codes To Stock Settings
How To Restrict Access To Accounts
How To Retrieve A Copy Of A Printed Letter
How To Run A Contact Plan On The Last Payment Date Of A Payment Plan
How To Run A Credit Bureau Report
How To Run Contact Plans In Reports And Control Files
How To Run The 7 Year CBR Age Out Report
How To Scan Reports And Letters For Missing Text
How To Schedule A TCN Call Campaign
How To Schedule Contact Events
How To Schedule Contacts For Orphaned Debtors
How To Search For Records
How To Send Email
How To Send The Validation Notice
How To Set Notes To Read Only
How To Set Operator Messages
How To Set Up Printing Letters Via Web Host
How To Setup A Client Operator
How To Setup A Dialer Operator
How To Setup A Local Email Server Using Hmailserver
How To Setup A Repeating Transaction
How To Setup A Security Group Operator
How To Setup Account Matching
How To Setup Amortized Interest
How To Setup An Account Toss Operator
How To Setup Apache With Web Host
How To Setup Collect!
How To Setup Credit Bureau Reporting
How To Setup Custom Invoice Numbering
How To Setup Email Using Microsoft SQL Server
How To Setup Letter Service File Format - Not Ontario Format
How To Setup Letter Service File Format - Ontario Format
How To Setup Multiple Debtors For For Credit Bureau Reporting Using Batch Processing
How To Setup Operators
How To Setup Security Certificates
How To Setup Sending Email In Collect!
How To Setup TCN Chat In The Consumer Portal
How To Setup The Auto Dialer
How To Setup The Collect! Dashboard Portal
How To Setup The WIP List
How To Setup Transaction Types
How To Setup Transaction Types For ACH Payments
How To Setup Transaction Types For Credit Card Payments
How To Setup Web Host
How To Synchronize Credit Bureau Reporting
How To Tag Records With An Import
How To Take ACH Payments
How To Take Checks Over The Phone
How To Take Credit Card Payments
How To Turn Off Credit Bureau Reporting
How To Understand Credit Bureau Reporting
How To Understand Net Or Gross Or Combined Remittances
How To Ungroup All Debtors In Your Database
How To Ungroup Debtors In A Single Group
How To Update Commission And Rates In Mass
How To Update The API Based Portals
How To Update Your License
How To Upgrade Collect!
How To Upgrade Web Host
How To Use A Shared WIP List / Pool Desks
How To Use Access Rights
How To Use Account Toss
How To Use Account Toss With Custom Distribution
How To Use Aliases
How To Use Amortized Loan - Normal Interest
How To Use Archiving
How To Use Arrays In Reports
How To Use Commission Rate Plans
How To Use Confirmation Delay Of Transactions
How To Use Contact Controls
How To Use Contact Plans
How To Use Control Files
How To Use Flags To Control Printing
How To Use Flex Screen
How To Use Headers And Footers
How To Use Judgements In Collect!
How To Use Letter Service
How To Use Macros
How To Use Multi-Currency
How To Use ODBC Sync
How To Use Payment Plans
How To Use Pick Lists
How To Use Post-Dated Payments
How To Use Promises
How To Use Prompts In A Report
How To Use Quick Print
How To Use Revolving Compound Interest
How To Use Scanf
How To Use Schedule If Based On User Level Of Debtor Collector
How To Use Search And Replace
How To Use Simple Interest
How To Use Skins
How To Use The Attachment Form
How To Use The Control Key Macro
How To Use The Financial Calculation Log
How To Use The Heatmap
How To Use The Keyboard Shortcuts
How To Use The Predictive Dialer
How To Use The Report Writer Commands
How To Use The Rest API
How To Use The Rest API End Point - Contact Plans
How To Use The Rest API End Point - Create Records
How To Use The Rest API End Point - Delete Records
How To Use The Rest API End Point - File Download
How To Use The Rest API End Point - File Upload
How To Use The Rest API End Point - Read Records
How To Use The Rest API End Point - Reports And Letters
How To Use The Rest API End Point - Update Records
How To Use The Rest API End Point - User Interface Forms
How To Use The Rule Of 78 Interest
How To Use The Task Scheduler
How To Use The Update Debtor Skip Trace Feature
How To Use The User Defined Toolbar Icons
How To Use The WIP List
How To Use The Web Host XML Data Pump
How To Use The Workflow Report
How To Use Time Management
How To Use Variable Interest
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