Integrated Client Management

Collect!'s Integrated Client Management component enables you to work your clients right in your working database. You can schedule contacts, write notes, run contact plans and attach information to your client accounts. Client letter batches can be queued and printed in your daily letter batch. You can also import client contacts, client attachments, client notes and client payments if you are licensed for Import/Export.

There are several areas in Collect! where you can see evidence of this added functionality.

• Schedule Client Contacts
• Create Client Attachments
• Batch Process Clients
• Process Client Batch Letters
• Import and Export Client Related Data

The Client Management module is included in every Collect! Version 11.4.3 system, and newer, and upon request for older Version 11 systems.

Schedule Client Contacts

When you are viewing the Client form, you can create or view Client Contacts by selecting the Contact tab. Contacts for this particular Client will show up in the Work In Progress list for the Collector who is assigned to the contact. Letter contacts will be included in the daily letter batch. You can also schedule contacts for the client by processing clients in a batch process.

Create Client Attachments

When you are viewing the Client form, you can create or view Client Attachments by selecting the Attachment tab. Attachments can hold additional information about the Client. Also, you can attach virtually any type of file to the Client using the Attachment File field. Collect! uses the programs you have installed on your computer when you want to open and view the files. Spreadsheets, PDFs, images, scanned documents and text files can be viewed, edited, and printed easily, using whatever program you normally use.

Batch Process Clients

Many types of processes may be performed on your clients using Collect!'s batch processing functions. You can run contact plans to edit fields, set rates, print letters, review client accounts and more. You can also process previously scheduled contacts to write notes and run plans.

Process Client Batch Letters

Schedule letters to print or email to your clients and print them in your daily letter batch. You can select options in the Batch Letter Options form to process your client letters, similarly to the way you process your queued debtor letters.

When you print letters or reports to Clients, Collect! attaches a Metafile to the Letter Contact and writes a line to the Client Notes.

Import Client Related Data

With Collect! Version 11.4.3 and newer, you can import and export Client Notes, Client Attachments, Client Contacts and Payments. This requires that you are licensed for Collect!'s optional Import/Export module.

The functionality needed for this procedure is enabled in Collect! Version 11.4 Build 3.1 and newer.

Please refer to Help topic, Client Related Records Transfer for more information.

Summary

Collect!'s highly effective Integrated Client Management adds a new dimension to managing your client accounts.

• Schedule Client reviews, phone calls and letters.
• Batch process Client contacts using all the great batch processes you have always used in Collect! for your Debtor accounts.
• Run contact plans on Client accounts.
• Attach important information to your Client accounts.
• Import and export Client Notes, Client Attachments, Client Contacts and Payments with Collect!'s optional Import/Export module.

All the processing features available in Collect! for Debtor accounts are now available for Clients. You can manage your Client accounts with a work queue, automatically schedule timely reminders and updates, and free up your valuable time for other projects while Collect! keeps track of your important business engagements. This feature is ideal for managing your prospective clients, scheduling return phone calls and follow-ups as needed.

See Also

- Client Contact
- Client Attachment
- Client Notes
- Batch Processing
- Import/Export Topics