Contact Management Settings
The Contact Management Settings menu contains
settings for the functions in Collect! that enable you
and your operators to work accounts.
Settings in the following areas may be controlled from
* Debtor Status Codes
* Contact Plans
* Work In Progress options
* Account Matching
* Auto Dialer
The Debtor Status list contains various Debtor Status Codes.
These codes assist you to sort, process and categorize
Use Status Codes to:
* Filter data for reports
* Run batch processing procedures
* Give you fast access to information in searches
* Track account progress
You can use the default codes or set up your own. Read
through the list to see the types of filtering you can achieve.
View Contact Plans
Select View Contact Plans to display a list of all
contact plans in the database. From the list, you
can select a existing contact plan to view, modify,
delete, or you can create a new contact plan.
Contact Plans are powerful and excellent
for automating numerous aspects of your
Use them to:
* Set promises
* Post specific transactions
* Create your own letter series
* Create Phone Contact schedules
* Schedule file reviews for different operators
* Change account status
* Record promises and writing notes
* Activate or closing accounts
* Run other Contact Plans at a scheduled date
* Edit field information
Contact Plans are run several ways:
1. Set a default Contact Plan for new accounts
in the Client Settings form.
2. Click the Action button in the Debtor form
and select a specific Contact Plan to run.
3. Type the code into the Contact Plan Code field.
4. Set a Contact Plan in batch processing through
5. Call one Contact Plan from another Contact Plan.
Import Contact Plan
Selecting Import Contact Plan will present a
message box allowing you to select a previously
saved contact plan CPL file and import its contents
into your database. Perhaps you have exported a
contact plan from another Collect! database or the
Demodb database. Once exported and saved, you
can use Import Contact Plan to import the contact plan
into the current database. The CPL file may contain one
or more exported contact plans.
Export Contact Plan
Selecting Export Contact Plan will present the list
of contact plans currently in your database. You
can select one or more contact plans to export.
Follow the prompts to export the selected contact
plan(s) to a location of your choosing. Once exported
and saved as a CPL file, you can use Import Contact
Plan to import the contact plan(s) into another
Work In Progress Settings
This option opens the WIP Options form where you
can set system level options for processing the
Work In Progress ( WIP List). This will affect what
users see when they load their WIP List and work
their accounts through the WIP List.
Account Matching Settings
This option opens the Account Matching Setup form
where you can set the matching criteria for Collect!
to use you enter new accounts or group accounts
This option opens the Auto Dialer Preferences form
where you can configure the Auto Dialer to suit your
- Batch Processing Topics