Related Information Examples & Tutorials
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“ Its features in grouping debtors/persons are very helpful for our business. ” Ken W.

Integrated Client Management

Collect!'s Integrated Client Management component is structured to provide functionality like that which exists for the Debtor records.

You have the ability to:

  • Schedule contacts and assign them to a specific user such as an inside Salesperson or Admin employee.
  • Enter Notes in a dedicated Note Tab that will include a date/time stamp, user ID and the noteline content. This function is extremely useful as a storage spot for important Client emails. Copy and paste text into Collect! so that there is a central repository of Client information instead of the having individuals who are responsible for Client email folders.
  • Run Client specific Contact Plans.
  • Create Client report and letter batches which may be output in the same process manner as that for Debtors.
  • Create Client Attachment windows to house important documents and contracts.
  • Import/Export Client related data, provided you have licensed the import/export module for your site.

The Client Management module is included with current shipping versions of Collect!. If you are operating version CV11.4.2 or lower, contact us for upgrade options.

See Also

- Client Topics
- Batch Processing
- Import/Export Topics
- New Features

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