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Recent Debtor List

The Browse menu Recent Debtor List option enables you to quickly return to any one of the last ten debtors you were viewing. Collect! updates this list continually, always displaying the ten most recent accounts that you were working. This list is updated whenever you leave the Debtor account.


Browse Menu Recent Debtor List

Select Browse from the top menu bar and then select Recent Debtor List to display the list. Select any one of the items to quickly open the Debtor form for that item. You can return to the list and open any other Debtor.

Collect! greys out choices if you are stacking Debtors, that is, opening the accounts on top of each other.


Recent Debtor List with Greyed Out Choices

tip.gif If the choice you want is greyed out, you need to close some of the Debtor screens until you "uncover" the one you want to view.

Collect! is able to locate the Debtor even if another user has changed the Debtor's Name. However, if a Debtor in the list is archived or deleted by another user, Collect! will inform you that it could not be located.


Debtor Could Not Be Located

Adding Items To The Recent Debtor List

Items are added to the Recent Debtor List whenever you leave a Debtor. An item is added to the list if you leave the Debtor by clicking the OK button, or using the navigation buttons on the Debtor form, or pressing F8 to close the Debtor.

tip.gif If you simply navigate among members in a Debtor Group, using the Group navigation buttons on the Debtor screen, Collect! does not consider this as "leaving the Debtor" and the items may not show up in the Recent Debtor List. However, if you click OK when viewing one of the grouped debtors, this puts it in the Recent Debtor List.

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Archived Accounts

You can also use the Recent Debtor List to view accounts in the Archive database. The last ten Archived accounts you have visited will show up in the list. This enables you to switch between your Live and Archive databases and quickly retrieve accounts you were just viewing. However, this list is database specific. If you are in the Live database, you see the last ten accounts in the Live database. If you are in the Archive database, you see the last ten accounts in the Archive database.

tip.gif Simply select Browse, Archived Records, Archived Debtors to activate your Archive database and then select Recent Debtor List. The items displayed in the list are now your Archived accounts. To return to your Live database, you must close any Archived accounts you have open and return to the Main Menu. Then you can select Browse, All Debtors to activate your Live database and then select Recent Debtor List. The items displayed in the list are now your Live accounts.

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Signing Into Different Databases

Instead of one global debtor list, the recent debtor list is remembered for each database an operator signs into. The list will display the appropriate recent debtors depending on the current database.

If you sign in with a different operator or shut down Collect! completely, this will clear out any list that Collect! created previously.

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Summary

The Browse menu Recent Debtor List option enables you to quickly return to accounts you were just viewing. This increases your productivity. A single click takes you back to a recently worked account. Easily switch between Live and Archived accounts to view recently visited accounts in either database.

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See Also

- Topics Collections

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