Selecting And Tagging Records

On a daily basis, as a manager, you may need to select a number of records to process. Perhaps you want to quickly print a list of specific contacts or transactions. Any number of records may be tagged and displayed, printed, deleted or modified in one operation.

Selecting and tagging records is a management tool. Several issues come into play when using this function. If you tag a large list of debtors, for example, perhaps to change the debtor status, is it possible that an operator has some of these tagged debtors in their WIP List? Is it possible that someone is working on one of the accounts that you intend to process? As management, your responsibility is to try not to interrupt the operators' work. You do not want to process an account that someone is trying to use.

To make sure no one will be affected when you select and tag a large number of records to process, you can sign into Collect! as a single user. Not only does this assure you that no other operator will be affected, but the process generally takes a tenth of the time to complete when multi user functions are out of the way.

You may also complete the process prior to your operators signing in. Perhaps, you want to tag older SKIP accounts and schedule a review. Select and tag the accounts and assign them to the appropriate operator before they arrive at work. Quite often, it is more efficient to schedule work ahead of time. With a little planning, you will minimize interrupting the rest of your users.

There are many ways to select and tag records.

For example, if you want to select only active debtors with status SKP, select Browse from the top menu, and from the drop-down menu select Active Debtors. This displays only ACTIVE accounts. As you become more familiar with these tools, you will be able to manage many accounts with just a few keystrokes.

The report writer can tag records for you. This is a very flexible and efficient way of tagging, or setting flags on records to allow easier tagging afterwards. These features are documented in Report Writer Topics.

The Import/Export module can tag debtor accounts also. When debtors are imported, they are automatically tagged so that you can process these newly imported accounts.

See Also

- Introduction To Management Topics