Related Information Examples & Tutorials
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Quick Search

The Main Menu Quick Search fields is another method to provide the user with a way to quickly access accounts by specific keyed information with the least amount of screen navigating required.

Collector level users do not see the Main Menu. This is reserved for Management/Administrative/Clerical/Sales user types.

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Quick Search in Main Menu

This search feature works the same as any other in the system. Key in the information you want to search by, then press your ENTER or TAB key, OR double click on the field when you are done keying in your search criteria. The system will return the results of your search.

If it finds 1 unique record that matches, you will be taken to that record.

If it finds several possible matches on the basis of partial or similar information entered, you will be presented with a list of potential matches to choose from. Highlight the record of interest and either press your ENTER key or double-click to accept that result, causing the record to open on your screen.

Quick Search returns a list of close matches.


Quick Search Results

If no match is found, you will receive a popup message acknowledging No Matching Records Found.


No Matching Records Found

The field is not cleared out when no match is found. This enables you to check your entry, adding to it or modifying it as needed to try again.

File No

This option searches for a debtor by the internal Collect! File Number. The File Number search does not return near matches - you must enter the correct file number to get matched and navigated to the debtor file of interest.

Key in the file number you are searching for and either press your ENTER key or double-click your mouse at the end of the file number you keyed in. If a match is found, the system will navigate you to the debtor screen. If no match is found, you will receive a popup window telling you "No matching records found".

The incorrect entry of a non-matched file number is left in place so that if you made a small typo, all you have to do is edit your last entry rather than re-key the whole number.

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Acct No

This option searches for a debtor by their Account Number with the client that is associated with that debtor. Specifically, the field called "Acct" that appears under the Client Name on a debtor screen. These are ideally unique numbers which match only 1 debtor under 1 client.

You can enter a partial entry and the system will return all near matches, allowing you to make the final choice of which account you want to view.

There is a limited ability to use a wildcard to broaden the the scope of your search. If you use the asterisk at the beginning of the line followed by any alpha numeric sequence, the system will search for any Acct numbers that contain the typed sequence that follows the asterisk.

Example: "*616" looks for all Acct numbers that contain 616 anywhere in their content and will return any list of debtors found which contain the match criteria. Results could be Acct numbers that look like B616215 to 4500 5913 0616 1234 to 6165521-35.

tip.gif This limited wildcard works only as a prefix to the search string. It does not work as a single digit wildcard or as a suffix to a keyed in search string.

Like File Numbers, client Acct numbers need to be exact to ensure you have located the correct debtor file of interest. The limited wildcard search ability could assist if you could not read handwriting on a debtor check or money order and were searching for any match to an illegible name and partially visible address and partially legible Acct #.

Key in your search and either press ENTER or double-click at the end of your typed entry. If a match is found, you will be navigated to the debtor screen. If several possible matches are found, you will receive a list of items to choose from. Highlight and press ENTER or double-click the item from the list to be navigated to the debtor of interest. If no match is found, you will receive a popup advising this.

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Name

This option searches for a debtor by Name. You can search by last name, first name, aka name (if you entered this into a Cosigner window as an alternate name), partial names and a limited use of wildcard search ability.

Examples: Key in "mar" to find all names STARTING with mar, such as Marah, Mark, or Martin. Contrasted with keying in "*mar" to find all names CONTAINING "mar".

tip.gif This limited wildcard works only as a prefix to the search string. It does not work as a single digit wildcard or as a suffix to a keyed in search string.

Key in the Name to search for and press ENTER or double-click at the end of your typed entry. If a match is found, you will be navigated to the debtor screen. If several possible matches are found, you will receive a list of items to choose from. Highlight and press ENTER or double-click the item from the list to be navigated to the debtor of interest. If no match is found, you will receive a popup advising this.

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DOB

This option searches for the debtor Date of Birth that you enter. This searches for an exact match. Example: key in "09/10/1956" to find all matching birth dates.

Key in the Date of Birth to search for and press ENTER or double-click at the end of your typed entry. If a match is found, you will be navigated to the debtor screen. If several possible matches are found, you will receive a list of items to choose from. Highlight and press ENTER or double-click the item from the list to be navigated to the debtor of interest. If no match is found, you will receive a popup advising this.

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Phone

This option searches for a debtor Phone Number. You can use a limited wildcard to broaden the scope of your search. Example: Key in "616" to find all phone numbers STARTING with 616. Key in '*616' to find all phone numbers CONTAINING "616", such as 403-459-0616 or 754-616-8675.

tip.gif This limited wildcard works only as a prefix to the search string. It does not work as a single digit wildcard or as a suffix to a keyed in search string.

Key in the Phone Number to search for and press ENTER or double-click at the end of your typed entry. If a match is found, you will be navigated to the debtor screen. If several possible matches are found, you will receive a list of items to choose from. Highlight and press ENTER or double-click the item from the list to be navigated to the debtor of interest. If no match is found, you will receive a popup advising this.

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Email

This option searches for a debtor Email Address. You can use a limited wildcard to broaden the scope of your search. Example: Key in "support@" to find all emails STARTING with "support@". Key in "*support" to find all
emails CONTAINING "support", such as tech-support@test.com.

tip.gif This limited wildcard works only as a prefix to the search string. It does not work as a single digit wildcard or as a suffix to a keyed in search string.

Key in the Email to search for and press ENTER or double-click at the end of your typed entry. If a match is found, you will be navigated to the debtor screen. If several possible matches are found, you will receive a list of items to choose from. Highlight and press ENTER or double-click the item from the list to be navigated to the debtor of interest. If no match is found, you will receive a popup advising this.

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See Also

- How to Search for Records

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