Security And Aliases Topics

Introduction To Security And Collect!'s Interface

Acquaints you with the fundamentals.

Security And User Levels

Satisfying your basic Collect! security needs.

Operator Group

Enabling your Operators to load multiple WIP Lists while limiting the IDs they can choose from.

Password Settings

Strengthen your security with more control over who may access your system.

Account Access Control

Protect confidential information on a per account basis with restricted access settings.

Schedule If User Level

Schedule events in contact plans to trigger off the User Level of the Debtor's Operator.

Enabling Your Clients to Browse for Records

You can enable your clients to search for records in your database using Browse, Find By. With a few simple changes to access rights and operator security, they will be able to see all their own records, but all other records in your database will be restricted.

Modifying Collect! Forms And Fields

Introduces you to Collect!'s fully customizable forms and fields.

User Level

The User Level form and fields

How To Set Field Or Form Properties

Topics for setting aliases, permissions and other properties.

Changing A Field Label

Explains how to change the label that is displayed for an individual field when you open a form in Collect! Changing form titles is also covered.

Changing A Field To Read Only

Explains how to change the access rights on a field to Read Only. Changing a form to Read Only is also covered.

Others

Moving a field.

Hiding a field.

Changing the display size of a field.

Setting a record for No Delete.

How To Modify or Create A Pick List

Adding a pick list to a field.

How To Use Pick Lists

Details for using pick lists effectively.

How To Use Control Files

Adding a control file to a form.

Adding a control file to a field.

Rebuild Lists

Rebuilding the list of access rights for all forms and fields.

How To Copy User Levels

Copying a user level.

Creating a user level.

Deleting a user level.