How To Setup And Configure Collect!

This document outlines the help that is available for you to properly setup and configure your Collect! software.

The Setup Checklist

When your installation of Collect! is complete, you are presented with a help page entitled " Setup Checklist". At that point, it was advised to print the page. At any time, you can select the Setup Checklist link below to view the checklist again.

Setup Checklist

The Setup Checklist is a very important step by step explanation of the areas of Collect! that must be setup before you begin to use the program for your business needs.

Each area to be setup can be examined in detail through links from the Setup Checklist help page.

The Collect! Tutorials

This presentation demonstrates basic functions you will use every day in your business operations.

Play Tutorials.

Exploring Collect!

Collect! is very customizable. Explore its many features and customary settings by using the Demonstration database. This will give you an idea of the possibilities and presents you with numerous examples. You can then apply these settings to your Masterdb database when you are ready to begin using Collect! for your business operations.

Whenever you try new things, use the Demonstration database to experiment before you "go live."

Whenever you enter the DEMODB, you will advised that this is not for production. You can shut off the prompt by selecting the DISABLE MESSAGE button. This will turn off the prompt until you exit completely out of Collect!.

Starting Off Right

We cannot stress enough the need to setup Collect! properly from the start.

Follow the Setup Checklist to setup Collect! in the proper order (as outlined in the training videos).

Please pay special attention to the order in which areas of Collect! are setup. For instance, Company Details, Reports and Letters and Operators are setup before you begin to use the program. Also, Clients are setup and entered before the Debtors that belong to these clients.

By setting up Collect! in the proper order, your work will be minimized and data entry will be more accurate, since Collect! can use the information you enter in one area to automatically fill in other areas that use the same information .

You can refer to Setup Topics for additional setup information for particular areas of Collect!

Making Changes To Your Settings Later

As you learn more about Collect!, given your good understanding, you can easily modify Collect! in the future to suit your changing needs.

If You Are Operating Collect! On A Network

If you are using Collect! in a network environment, it is essential that your network is stable and that you can easily access the services of a network technician who knows your network setup inside out. Having an in-house network technician who is also familiar with Collect! is a great advantage and can considerably reduce your down time.

See Also

- How To Start Using Collect!
- Setup Topics