Collect! Credit and Collection Software™

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Record Type

Import enables your to load different record types into the Collect! database. The Record Type list displays the types of records that the Import/Export feature is able to process.

Useful Note This list is READ ONLY. Collect! uses the settings internally.

You can run " Update Definitions" to rebuild the list. Select File from the top menu bar and then select Import, Update Definitions. This restores the settings to Collect!'s default definitions.

When you open the Record Type form, you will see the list of fields associated with that record type.


Import/Export Record Types

Name

This is the name of the dialog in Collect!, such as Debtor, Client, Contact and other types of records that store information in the Collect! database.

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Index

This field holds a value that is used internally by Collect! It is useful for applications that read Collect!'s database information. Please do not attempt to alter its value.

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Record ID

This field holds a value that is used internally by Collect! It is useful for applications that read Collect!'s database information. Please do not attempt to alter its value.

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Db Index

This field holds a value that is used internally by Collect! It is useful for applications that read Collect!'s database information. Please do not attempt to alter its value.

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Field Type

This is a list of all fields in this Record Type. Click on a field to open the Field Type form where you can view the settings for that field type.

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OK

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

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Cancel

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

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Next

Select this to move to the next Record Type in this import specification.

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Prior

Select this to move to the previous Record Type in this import specification.

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Record Types

These are the types of records that Collect! can process:

Choose an item from the list that is displayed on the screen to view the fields that can be processed for that record type.

Useful Note To print a list of all fields and their properties for a particular Record Type, select Print from the top menu bar and then select Reports and Letters. Then, choose Quick Print and choose NO when prompted to print details. This will give you a printout of all fields that Collect! can process for the chosen Record Type. Also, see Import Field Definitions to view lists of all fields for each Record Type.

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Record Type Settings

Useful Note All settings on these forms are READ ONLY. The fields on this form are for Collect!'s internal use only.

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