Select Accounts To Process

When you run a batch process in Collect! you need to choose which accounts you want to work with.

The options presented for selecting accounts depend on the type of batch process you are performing. You may select accounts based on any number of search criteria based on the account data, or by tagging individual records on a completely arbitrary basis.

Some types of processes offer you more choices. When feasible, you can select a Listed Date range, or choose an account Operator or Operator range, or process your currently loaded WIP List.

After you choose your selection process and select NEXT, a form will be displayed to enable you to refine your selection. The form displayed depends on the choices you have made so far, in the Batch Processing form, as well as in this Select Accounts To Process form.

Select Accounts To Process

The Select Accounts To Process form is displayed when you choose, in the Batch Processing form, to group accounts, assign accounts to an operator, assign accounts to a client, run a contact plan, or prepare accounts for credit reporting. It is also displayed when you are submitting accounts to eBureau for processing. The forms that display from this point on are determined by those choices, because different information is required in each case.

Select By Listed Date

Choose Select By Listed Date to batch all accounts listed on a single date or over a range of dates.

Let's say you entered new accounts all last week, and now you're ready to send letters and assign Operators. Just choose Select By Listed and select the NEXT button. You will be prompted to enter a range of dates.

Select By Account Operator

Choose Select By Account Operator to process all accounts assigned to the Operator IDs you pick. This Operator ID is found on the Debtor form in the field labeled "Operator."

Imagine that you want to reassign all accounts from one Operator to another. It's easy when you use this option. When you select the NEXT button, you will be prompted to choose the Operator ID, or IDs, that you want to batch.

Process Your Current WIP List

Selecting this will automatically process all accounts in your current WIP List.

Your WIP ( Work In Progress) List must be already loaded to use this option. You can exit to the Main Menu and choose Work In Progress to load your WIP List. Then select Tools from the top menu bar and then select Batch Processing and proceed from there.

Select the NEXT button and follow the prompts to further refine your batch processing criteria.

USE AFTER IMPORTING ACCOUNTS

The Process Your Current WIP List option is very useful after importing records. If you assign accounts to an operator during the import routine, you can open the operator's WIP List and batch process all the newly imported accounts.

FILTER YOUR WIP LIST

You can filter your WIP List to display only those accounts that you want to include in your batch. Processing your WIP List works well when the WIP List displays contacts that are all similar types. If the WIP List is a "mish mash" of different contact types, you may need to rethink your reasons for choosing to batch process it.

Tag Individual Records

Selecting this will cause the Tag Records button to become visible. When you select that button, the list of ACTIVE accounts will display so that you can tag the records you want to process.

Tag Records

The Tag Records button is visible only when you select 'Tag Individual Records'. Select this to display the list of ACTIVE accounts in your database. You can scroll up and down the list using the arrow keys or Page Up and Page Down keys. Press the space bar to tag or untag individual accounts.

To view ALL accounts, not only those with ACTIVE mode, select the option "Use search criteria to filter." Or, you may select Edit from the top menu bar and then select Clear Search Criteria from the drop-down choices. This will display all the accounts you currently have entered.

When you have tagged all the records you wish to include, press F8 to return to this form. Then press Next to continue. The form that is displayed depends on the choices you made in the Batch Processing form.

Use Search Criteria To Filter

Selecting this will cause the Edit Criteria button to become visible. When you select that button, you will be able to choose any arbitrary set of criteria to filter the accounts for your batch. With this option, you are not limited to accounts whose Mode is set to ACTIVE.

Edit Criteria

Selecting this will display the Edit Search Criteria form where you can choose criteria to select records and filter accounts. Any arbitrary set of criteria may be chosen. You might, for example, choose all accounts that are ACTIVE where the Operator is OWN and the Debtor Owing amount is less than $200. Or, you could choose all CLOSED accounts, or all accounts with a certain STATUS.

This option gives you the most power and flexibility. Press F1 for help when the Edit Search Criteria form is displayed.

Once you have decided criteria you want to use to select your accounts for processing in this batch, press F8 to return to this form and choose Next. The form that is displayed depends on the choices you made in the Batch Processing form.

Filter by one of the indexed fields (at the top of the list preceded by a '#' sign) and you will speed up the batch process significantly.

Help

Select this button for help on the Select Accounts To Process dialog and links to related topics.

Back

Select this to return to the previous form. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Next

Select this to proceed with the batch process. The form that is displayed depends on the type of batch process you are preparing to run.

See Also

- Batch Processing Topics
- How To Select Multiple Records From Lists
- How To Search For Records
- Matching Accounts