Collect! Help Index

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Collect! Help Index

Collect! for Credit and Collection™

A

A Checklist For Setting Up Collect!
A Note About Software Piracy - Development Tools
A Word Of Caution - How To Print A Sample Report Or Letter
A1 - Debtor
A2 - Debtor
A3 - Debtor
A4 Paper Size - Frequently Asked Questions - Printing
ACH Check Handling
About - Help Menu
About Collect!
About Import/Export
Acceptable Address Formats - Address Formats For Credit Reporting
Access - Debtor Detail
Access Rights
Access Rights - System Menu
Access Rights - User Level
Access Rights - Debtor Notes
Access Rights - Default Settings
Access Rights - Deleting Contacts
Access Rights - Making Changes
Access Rights And Aliases - Security And Aliases
Access Rights And Levels - Areas To Note When Upgrading Collect!
Access Rights Basics
Access Rights List
Access Rights List - Making Changes To Access Rights
Access Rights Rebuild List
Access Rights Rules
Access Rights Settings
Access Rights To CBR Button
Access Rights To Notes - Debtor Notes
Access Rights Topics
Access Rights User Levels
Access Team Operator Sample
Access The Data Source With Your ODBC Client - Add An ODBC Data Source
Access To Server - Troubleshooting Installation
Accessibility Options
Accessibility Options - New Features
Accessing Access Rights - Access Rights Basics
Accessing Account Matching Setup
Accessing Attachment - Attachment Basics
Accessing Auto Dialer - Auto Dialer Basics
Accessing Batch Processing - Batch Processing
Accessing Client - Client Basics
Accessing Client Payment - Client Payment Basics
Accessing Client Settings - Client Settings Basics
Accessing Collect! Offsite
Accessing Commission Rate Plan - Commission Rate Plan Basics
Accessing Company Details - Company Details Basics
Accessing Company Details - How To Setup Company Details
Accessing Contact - Contact Basics
Accessing Contact Plan - Contact Plan Basics
Accessing Credit Report Details - Credit Report Details Basics
Accessing Database Preferences
Accessing Daysheet - Daysheet Basics
Accessing Debtor - Debtor Basics
Accessing Debtor Cosigner - Debtor Cosigner Basics
Accessing Debtor Financials - Debtor Financials Basics
Accessing Debtor Status - Debtor Status Basics
Accessing Form Rights - Form Rights Basics
Accessing Generate Statements And Invoices - Generate Statements And Invoices
Accessing Invoice Statement - Invoice/Statement Basics
Accessing License Information - License Information Basics
Accessing License Information - Entering License
Accessing Operator - Operator Basics
Accessing Operator Level Rights - Operator Level Rights Basics
Accessing Password Settings - Password Settings Basics
Accessing Payment Plan - Payment Plan Basics
Accessing Payment Plan Setup - Payment Plan Setup Basics
Accessing Payment Posting Options - Payment Posting Options
Accessing Payment Posting Options - Payment Posting Options Basics
Accessing Print Statements - Print Statements
Accessing Rebuild Lists - Rebuild Lists
Accessing Recalculate Totals - Recalculate Totals
Accessing Report And Printer Setup - Report And Printer Setup Basics
Accessing Report Definition - Report Definition Basics
Accessing Report Writer - Introduction To Report Writer
Accessing Reset Interest - Reset Interest Basics
Accessing SSL Keys And Certs - SSL Keys And Certs
Accessing Screen And Messages - Screen And Messages
Accessing Send Database Via FTP - Send Database Via FTP
Accessing System Startup Preferences
Accessing The Accounts Payable Report - Accounts Payable Report
Accessing The Accounts Receivable Report - Accounts Receivable Report
Accessing The Contact Form - How To Schedule A Letter Contact
Accessing The Contact Plan And Event Forms - Contact Plan For New Accounts
Accessing The Text Editor - Text Editor
Accessing The User Level Form - User Level Basics
Accessing The User Level List - User Level Basics
Accessing Transaction Type - Transaction Type Basics
Accessing WIP Options - WIP Options Basics
Accessing WIP Reload Filters - WIP Reload Filters Basics
Account - Transaction
Account - Transaction Type
Account - Debtor Detail
Account - Post Debtor Transaction
Account Access Control - New Features - Build 16
Account Access Control
Account Is Disabled - Operator
Account Is Locked Out - Operator
Account Matching - Collect! Features
Account Matching
Account Matching - How To Setup Debtors
Account Matching - How To Group Debtors
Account Matching And Grouping - Quick User's Guide
Account Matching Batch - Matching Accounts
Account Matching Batch
Account Matching By Manual Grouping - Using Account Matching
Account Matching During Data Entry
Account Matching During Data Entry - Using Account Matching
Account Matching How To Setup
Account Matching Setup - Plans, Tables And Defaults
Account Matching Setup - Matching Accounts
Account Matching Setup
Account Matching Using Batch Processing
Account Matching Using Batch Processing - Using Account Matching
Account Number - Find By
Account Number Adjustment - How To Take Checks Over The Phone
Account Number Find By
Account Toss
Account Toss Operator Sample
Account Type - Credit Report Preferences
Account Type - Credit Report Details
Account Type - Select Bureau Report Details
Account Type - Post Debtor Transaction
Account Type - How To Report Credit
Accounting - New Features - Build 6
Accounting - How To Manage Finances
Accounting - Frequently Asked Questions
Accounting Software - How To Track Operations
Accounts - Assign To Client
Accounts Not Yet Reported For A Client - Turning Off Credit Bureau Reporting
Accounts Payable - How To Track Operations In Accounting Software
Accounts Payable Report
Accounts Previously Reported For A Client - Turning Off Credit Bureau Reporting
Accounts Receivable - How To Track Operations In Accounting Software
Accounts Receivable Report
Accrued Compound Interest - Accrued Interest - Tracking Month By Month
Accrued Interest - Interest Detail
Accrued Interest - Tracking Month By Month
Accrued To Stop Date - Reset Interest
Acct - Debtor
Accumulator - Import Field Specification
Accumulator
Accumulator Fields - Accumulator
Accumulator Import
Acm - Accounting Manager - Access Rights - Default Settings
Acswitch
Act - Accounting - Access Rights - Default Settings
Action - Debtor
Action - Post Debtor Transaction
Action Codes
Action Contact Plans
Activate - Event Types
Activate File - WIP Reload Filters
Activate Files - Select Contacts To Process
Activate Files - Process Automatic Contacts
Activate Orphaned Debtors - Tools Menu
Activate Orphaned Debtors
Active - Group Members
Active Accounts - Client
Active Accounts - Matching Accounts
Active Debtors - Browse Menu
Active Users - Web Host
Activities Work In Progress
Actual Account Activity - Atable Entries
Actual Account Balances - Atable Entries
Actual Name - Operator
Actual Remaining Principal - Atable Entries
Ad Hoc Queries - Queries And Reports
Ad Hoc Summary Reports - How To Print Client Status Reports
Add A Client Group - How To Add A User To Web Host
Add A Client To Web Host - How To Add A User To Web Host
Add A Legal Operator To Web Host - How To Add A User To Web Host
Add A Sales Operator - How To Add A User To Web Host
Add Accrued Interest To Principal Transaction Type Sample
Add An ODBC Data Source
Add Commission To Owing - Fees And Charges
Add Commission To Owing - Calculation
Add New - How To Select Multiple Records From Lists
Add New - How To Select Multiple Records From Lists
Add New Record Commands - Add Record
Add Percent Of Owing To Principal Transaction Type Sample
Add Percent Of Principal To Principal Transaction Type Sample
Add Record
Add Space Before Appending - Import Field Specification
Add-On Module License Required
Added Math Functions In Reports - New Features - Cv10-2 Build 2
Adding A Font To The List Of Printer Control Codes - How To Add A New Font To Your Printer Control Codes
Adding A New Debtor To An Existing Group - How To Setup Account Matching
Adding A User Level To Web Host
Adding An NSF Fee - How To Post Debtor NSF Fees
Adding And Subtracting Dates - How To Calculate Date Range Codes
Adding Images To Your Style Sheets - How To Edit Style Sheets
Adding Members To A Group - How To Group Debtors
Adding Titles And Some Totals - Array Tutorial
Adding Up The Subtotals - How To Print Custom Statement Subtotals
Additional Database Topics
Additional Examples - How To Use Variables
Additional Formatting Codes For Dates - How To Format Date Fields And Date Variables
Additional Output Options - Print Report
Additional Principal Transaction Type Sample
Additional Prompts - How To Use Letter Service
Addr 1 - Address Formats For Credit Reporting
Addr 1 - Debtor
Addr 1 - How To Report Credit
Address - Company Details
Address - Client
Address - Debtor
Address - Debtor Cosigner
Address - Group Member Setup
Address - Account Matching Setup
Address - How To Report Credit
Address - A Place To Save Many Addresses
Address 1 - Client
Address 2 - Company Details
Address 2 - Client
Address 2 - Debtor Cosigner
Address 3 - Company Details
Address Encryption - How To Get And Set Dbaddress In Reports
Address Formats For Credit Reporting
Address Not OK
Address OK - Debtor
Address OK - Debtor Cosigner
Adj - Debtor
Adj - Post Debtor Transaction
Adjusting The Samples For Your Time Zone - Time Zone Alerts
Adjusting The Transit Number Identifier - How To Take Checks Over The Phone
Adjusting User Rights - How To Setup Operators
Adjusting Values And Lump Sum - Payment Plan - Step By Step
Adjustment - Transaction
Adjustment - Transaction Type
Adjustment To Interest Transaction Type Sample
Adjustments - Debtor Financial Summary
Adjustments - Promise Listing Summary
Adjustments
Administration Topics - Web Host Topics
Advance On Overpayment - Schedule Next Contact
Advance Overpayments - Contact
Advance Overpayments - Promised Payments - Step By Step
Advance Promise On Overpayment - Event
Advanced - Payment Posting Options
Advanced - Operator
Advanced Basics
Advanced Basics - How To Start Using Collect!
Advanced Exercises In Contact Plan Design - How To Design New Contact Plans
Advanced Features - How To Use The Attachment Form
Advanced Reports - Index
Advanced Settings - SSL Keys And Certs
Advanced Syntax - How To Get And Set Dbaddress In Reports
Advanced Topics - How To Setup Debtors
Advanced Topics - How To Post Attorney Fees
After - Import Options
After - Import Record Definition
After Importing - How To Work With Lbss Files
Age Commission Rate Plan Sample
Age Type Commission Rate Plan
Agency Commission - Invoice/Statement
Agency Fees Posting
Agency Payment Check
Agents And Third Party Collectors - Credit Reporting Functional Description
Agreement Of Understanding - Import/Export Module Usage Requirements
Alert To Duplicate Operator Ids - New Features - Cv10-2 Build 2
Alias - Access Rights
Alias - Form Rights
Alias - Operator Level Rights
Alias - User Level
Aliases
Aliasing More Fields - How To Set Operator Language Settings
All - Work In Progress
All - Import Menu
All Automated Contacts - Select Contacts To Process
All Debtors - Browse Menu
Allow Browser Signon - Operator
Allow Browser Signon - How To Setup Operators
Alternate - Dial Phone
Alternate Impex Library
Alternate Postfix - Auto Dialer Preferences
Alternate Prefix - Auto Dialer Preferences
Always Show Next Contact When - WIP Options
Amortization
Amortization Schedule - Interest Detail
Amortization Schedule
Amortization Schedule Table
Amortization Table Summary
Amount - Schedule Next Contact
Amount - Payment
Amount - Contact
Amount - Payment Plan Setup
Amount - Debtor Cosigner
An Example - How To Pull Information From Different Forms
Analysis
Analysis - How To Use Conditionals In Reports
Analysis And Summary Reports - Print Menu
Analysis And Summary Reports
Analysis And Summary Reports - Analysis
Analysis By Year - Array Tutorial
Analysis Menu
Analysis Reports
Analysis Reports - Month End Process
Analysis Reports - Transactions
Analyze Completed Contacts - WIP Options
And - Account Matching Batch
And Are Working With Database - Main Menu
Annual Interest Rate - Interest Detail
Append To Existing Data - Import Field Specification
Application Icons And Program Paths - CV10 Troubleshooting Guide
Applying Color To Note Lines - Debtor Notes
Applying Formatting - How To Control Print Attributes
Arbitrary Time Periods - How To Generate And Print Statements
Archiving Topics
Area Code - Credit Bureau Setup
Area Code - How To Setup Credit Bureau Reporting
Area Codes For Local And Long Distance Numbers - Frequently Asked Questions - Auto Dialer
Areas To Note When Upgrading Collect!
Areas To Test With Every Upgrade - Areas To Note When Upgrading Collect!
Arithmetic In Reports Or Letters
Array Tutorial
Arrays In Reports
As Import Runs - Import Menu
As It Imports - How To Work With Lbss Files
Ask To Continue - Edit Macro Menu
Assign Account Client
Assign Account Operator
Assign Account To Operator - Select Operator To Assign
Assign Accounts - Account Toss
Assign Accounts - Batch Process
Assign Accounts To A Client - Batch Processing
Assign Accounts To A Client
Assign Accounts To A Client By Import
Assign Accounts To Collector - Import Menu
Assign Accounts To Operator - Import Options
Assign Accounts To Operators - Batch Processing
Assign Accounts To Teams
Assign An Account To The New Operator - How To Set Operator Language Settings
Assign Operator ID To Accounts - Client Settings
Assign Operator ID To New Accounts - How To Setup Client Settings
Assign Review Operator
Assign Sales ID To New Accounts - Client Settings
Assign Sales ID To New Accounts - How To Setup Client Settings
Assign To Account Operator - Event
Assign To Current Operator - Event
Assign To Specific Operator - Event
Assigned By - Contact
Assigning A Type To Your Variable - Report Writer Reference
Assigning A Type To Your Variable - How To Use Variables
Assigning Account To New Operator - Contact Plan For New Accounts
Assigning Sales Operator To Account - Contact Plan For New Accounts
Assigning The Accounts To An Operator - How To Batch Process Accounts After Importing
Assigning To Variables - How To Assign And Calculate Using Variables
Assignment Contact Plan
Assignment Contact Plan - Reassign Contacts With A Macro
Assignment Of Values To Variables - How To Use Variables
Associated Consumer - Different Address
Associated Consumer - Same Address
Association - Credit Report Preferences
Association - Select Bureau Report Details
Association - Debtor Cosigner
Association - How To Report Credit
Association Code - Credit Report Details
Assumptions - How To Make Global Changes
At The Server - Basic Networking For Using Collect!
At The Workstation - Basic Networking For Using Collect!
Atable Entries - Amortization Table Summary
Atable Entries
Atable Schedule - Debtor Financial Summary
Attaching A Control File To A Field - How To Attach A Control File
Attaching A Control File To A Form - How To Attach A Control File
Attaching Scanned Or Imported Documents To Accounts - How To Attach Files To Records
Attachment - Schedule Next Contact
Attachment - Transaction
Attachment - Contact
Attachment - Event
Attachment - Debtor
Attachment
Attachment - Contact
Attachment - Debtor
Attachment - How To Use
Attachment - Scanned Documents
Attachment - Transaction
Attachment Basics
Attachment Field - How To Attach Files To Records
Attachment File Security - How To Attach Credit Reports To Debtor Accounts
Attachments - Send Mail
Attachments - How To Setup Debtors
Attachments - Advanced Basics
Attachments - Viewed In Web Host
Attorney
Attorney Fee Calculation - How To Post Attorney Fees
Attorney Fees
Audit And Reconciliation - Lbss Initial Conversion
Authorized Users - Web Host Introduction
Authorized Users - Web Host
Auto Detect Screen Type
Auto Dial - How To
Auto Dialer
Auto Dialer - Collect! Features
Auto Dialer - How To Auto Dial
Auto Dialer - Setup
Auto Dialer Basics
Auto Dialer Preferences
Auto Dialer Ten Digit Dialing - New Features - Build 16
Auto Tag Option When Using Search - New Features - Build 7
Autocomplete Contacts - New Features - Build 16
Autodialer Setup - System Setup
Automated - Online Snapshots And Database Maintenance Reporting - Automated Online Snapshots
Automated Database Maintenance Reporting
Automated Online Snapshots
Automatic Clearing House
Automatic Contacts - Event Types
Automatic Import
Automatic Import Options
Automatic Promise Actions
Automatic Recalc - Operator
Automatic Recalc - How To Setup Operators
Automatically Add A Code To Your Report Body - Printable Field
Automatically Attach Files To Accounts - How To Store Scanned Documents In Accounts
Automatically Changing Debtor Commission Rates - How To Make Global Changes
Automatically Display Dialer - WIP Options
Automatically Manage Promises - Payment Posting Options
Automatically Manage Promises - Promised Payments - Step By Step
Automatically Manage Promises - Promise Contact Actions
Automatically Manage Promises - Payment Plan Actions
Automatically Mark Contacts Done - WIP Options
Automatically Posting A Payment - Post-Dated Payments - Step By Step
Automatically Repeating Contact Plans - How To Design New Contact Plans
Automatically Run Default Plan - Payment Posting Options
Automating With Macros
Automation
Avery Labels
Avi Overviews
Avi Viewer