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Welcome to Collect!
Installing & Starting Collect!
Collect! Basics
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Welcome!
A Little Love Note from Our Legal Department
Collect! Features
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Quick User's Guide
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Installing & Starting Collect!
Installing Collect!
Introduction to Installation
Install Collect! for The First Time
Install Collect! More Than Once
Version, Build and Location of Your Installed Collect!
Installation Topics
Single User/Stand Alone Setup
Sign On as Single User
Multi User/Network Setup
Introduction
Basic Networking for Using Collect!
RDM Server Reference Guides
Troubleshooting a Slow Network
Sign On to Collect!
Introduction
Sign On as Single User
Sign On as Multi User
Command Line Startup Options
Exiting or Quitting Collect!
Collect! Basics
Introduction to the Basics
Accessing Help
Introduction
Using Pop Up Help
Using the Help Menu
Using the Index for Help
Using Hyperlinks in the Help Pages
Mouse or Keyboard
Mouse or Keyboard
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Introduction to Top Menu Bar
File Menu
Introduction to File Menu
Save
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Introduction to Import Export Menu
Import File
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Introduction to Customize Import Export Menu
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Introduction to Edit Menu
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Introduction to Browse Menu
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Introduction to Find By Menu
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Print Menu
Introduction to Print Menu
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Introduction to Daily Reports Menu
Letter Service Bureau
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Introduction to Monthly Reports Menu
Generate Statements
Statements
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Introduction to Analysis and Summary Reports Menu
Month Batch Analysis
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Introduction to Trust Reports Menu
Trust Summary Report
Client Trust Report
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Introduction to Customize Printing Menu
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Introduction to Print Settings Menu
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Introduction to Tools Menu
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Introduction to Utilities Menu
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Rebuild Archive Debtor Keys
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Introduction to Archive Menu
Archive This Record
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Introduction to Macros
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Introduction to System Menu
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Introduction to Help Menu
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Introduction to Tool Bar Icons
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Introduction
Preparing
Testing
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Initial Setup of Collect!
Introduction to Initial Setup
Company Detail Setup
Introduction
Accessing
Company Details Form
Operator Setup
Introduction
Accessing
Operator Form
Operator Samples
Status Codes Setup
Introduction
Accessing
Debtor Status Codes Form
Debtor Status Code Samples
Transaction Types Setup
Introduction
Accessing
Transaction Type Form
Transaction Type Samples
Commission Rate Plans Setup
Introduction
Accessing
Commission Rate Plan Form
Commission Rate Plan Samples
Report & Printing Setup
Introduction
Accessing
Report and Printer Setup Form
Testing your Printer(s)
Email Setup
Introduction
Setup Details
Global Email Server Setup
Operator Email Setup
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Date Format Setup
Getting Started with Data Entry
Introduction
Creating a Client
Introduction
Accessing
Client Form
Client Settings
Introduction
Accessing
Settings Form
Client Payments or Charges
Payment Form
Client Invoice/Statements
Invoice/Statements Form
Client Notes
Client Contacts
Client Attachments
Creating a Debtor
Introduction
Accessing
Debtor Information
Introduction
Debtor Form
Debtor Notes
Debtor Details Form
Debtor Attachments Form
Debtor Phones Form
Debtor Financials
Introduction
Accessing
Commission Rate
Financial Details
Judgement Information
Interest Details
Fees
Adjustments
Financial Summary
Creating a Debtor Cosigner/Other
Introduction
Accessing
Cosigner/Other Form
Creating a Contact Event
Introduction
Accessing
Contact Event Form
Schedule Contacts
Creating an Attachment
Introduction
Accessing
Attachment Form
Additional Setup
Introduction
WIP List Setup
WIP Options Setup
Introduction
Accessing
WIP Options Form
WIP Reload Filters Setup
Introduction
Accessing
WIP Reload Filters Form
Letter & Reports Setup
Payment Posting Setup
Introduction
Accessing
Payment Posting Form
Contact Plan Setup
Security & Access Rights Setup
Security & Access Rights Setup
Password Settings Setup
Introduction
Accessing
Password Settings Form
Additional Options Setup
Working with Collect!
Introduction
Using The WIP List
Finding a Debtor
Working a Debtor
Introduction
Getting Debtor Related Information
Making Notes
Managing Contact Events
Printing/Scheduling a Letter
Introduction
Printing Letters
Scheduling Letters
Letter Printing Topics
Taking a Promise Payment
Accounting Topics
Introduction
Daily Administration Menu
Introduction
Payments and Charges
New Business
Daily Batch Processes
Browse Daysheets
Month End Menu
Introduction
Generate Statements
Browse Statements
Print Statements
Print Checks
Receivables Report
Payables Report
Troubleshooting Month End
Printing Checks
Introduction
Debtor Checks
Debtor Cosigner Checks
Client Checks
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Invoice/Statement Checks
Processing Checks for ACH Handling
Reports Menu
Financial Reports
Accessing Reports
Total Value Listed
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Operator Analysis
Scheduled Batch Letters
Trust Account Summary
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Custom Reports
Management Topics
Introduction
Selecting & Tagging Records
Batch Processing
Introduction
Accessing
Process Automatic Contacts
Group Accounts Together
Assign Accounts to Operators
Assign Accounts to a Client
Run Contact Plan
Prepare Accounts for Reporting
Undo Completed Contacts
Account Toss
Setting Up WIP Lists
Load Spreading
Group/Ungroup a Debtor
Introduction
Grouping A Debtor
UnGrouping A Debtor
Report a Debtor/Cosigner to a Credit Bureau
Introduction
Accessing
Report a Debtor/Cosigner to a Credit Bureau
Developing Collection Strategies
Introduction
Design New Contact Plans
Using Contact Plans
Contact Plan Topics
Security & Collect!'s Interface
Introduction
Security and User Levels
Modifying Collect! Forms and Fields
Security and Aliases Topics
Collect!'s Report Writer
Introduction
Accessing
Editing Reports
Report Writer Topics
Report Samples
Collect! Internet Access
Introduction
Preparing Your Web Host
Starting Web Host and Testing
Web Host Form
Design Your HTML Reports
Modifying The Web Host
Security and Web Host
Personal Digital Assistant
Web Host Topics
Working with Web Host Samples
Collect! Optional Modules
Introduction to Additional Options
Auto Dialer
Introduction
Accessing
Auto Dialer Preferences Form
Quick Dial Form
Using Auto Dialer
Credit Bureau Reporting
Introduction
Collection Agency & Debt Collector Reporting Information
Preparing for Credit Bureau Reporting
Credit Bureau Reporting Topics
Import/Export
Introduction
Basic Requirements
Import/Export Topics
Record & Field Specifications
Introduction to Record Layouts
Client Record Fields
Client Contact Record Fields
Client Attachment Record Fields
Client Payment Record Fields
Debtor Fields
Cosigner/Other Record Fields
Contact Record Fields
Transaction Record Fields
Debtor Notes Record Fields
Attachment Record Fields
Phone Record Fields
Accumulator Record Fields
Letter Service
Introduction to Letter Service & NCOA
Letter Service Topics
NCOA (National Change of Address) Topics
TCN Service
Introduction
TCN Setup
Scheduling a Call Campaign
Processing Results From Call Campaigns
TCN Service Topics
Billing Tree Service
Introduction
Billing Tree Credit Card Payments - Quick Tour
Billing Tree ACH Payments - Quick Tour
Billing Tree Service Topics
Task Scheduler
Introduction
Scheduler Topics
ODBC Sync
Introduction
ODBC Topics
Predictive Dialer
Introduction
DDE Connection Setup
Keyboard Interface Connection Setup
Using a Predictive Dialer
Account Matching Setup
Account Matching Setup Form
Using Account Matching
Payment Plans Setup
Introduction
Accessing
Payment Plan Setup Form
Using Payment Plans
Maintaining & Backing Up Collect!
Maintaining Collect!
How to Maintenance Your Database
Using Internal Maintenance Procedures
Run Maintenance
Database Maintenance Form
Using External Maintenance Procedures
Introduction
Running an External Maintenance
Troubleshooting Maintenance Procedures
Database Maintenance Topics
Reindex Individual Fields
Database Maintenance Topics
Backup Collect!
Upgrading Collect!
Introduction
Preparing to Upgrade
Areas to Note When Upgrading Collect!
Upgrading Topics
Collect! Technical Reference
Introduction
Collect! CV11 Version History
Introduction to Collect! Version History
Confirming Your Build and Version
Collect! New Features
RDM Server Reference Guides
Warnings in Collect!
System Db Error Index
Database Topics
Archiving Accounts
Introduction
Archiving Topics
Empty a Database
ODBC Option
Installing ODBC Drivers For CV11
Using ODBC With RDM Server
Database Schema
ODBC Topics
Additional Database Topics
Licensing Collect!
Introduction to Licensing Collect!
Accessing License
Entering License
License Information
License Information
Web Host License
Licensed Options
License Topics
Topics Collections
Additional Help Topics
