Set Time Zone
The Set Time Zone report and control file enable you to
automatically set the time zone for each of your debtors based
on the area code found in the Debtor's phone fields. If there is
no area code or it is invalid, Collect! simply displays "Local Time"
for the Debtor's Timezone.
When you enter new debtors in your system, Collect!
will update the Timezone field as soon as you leave
any of the Debtor's phone fields. Changes to the area code
will also update the debtor's Timezone field. If there is
no phone number in the Debtor's Home field, Time Zone
is set from the remaining phone fields.
Collect! looks for a phone number in any of the phone
fields. The priority for setting the Time Zone is Home,
POE#, Cell, Other.
Set Time Zone Report
To update Debtors already in your system, you can
run the Set Time Zone report.
To use this feature, import the Set Time Zone report
into your database. You can copy it from your Demodb
or download the Set Time Zone package from the
Collect! Member Center.
The Set Time Zone report Starts On "Anywhere" and
should be run when you are on the Main Menu. Select
Print, Reports and Letters, and then select Set Time Zone
to run the report. This may take a short while depending on
the number of debtors in your database.
When you run the Set Time Zone report, Collect!
automatically sets the time zone for each of your debtors
based on the area code found in the Debtor's phone fields.
Collect! looks for a phone number in any of the phone
fields. The priority for setting the Time Zone is Home,
POE#, Cell, Other.
If there is no area code or it is invalid, Collect! simply
displays "Local Time" for the Debtor's Timezone.
Set Time Zone Control File
To update new debtors as they are entered into your system,
you can use the Set Time Zone control file. To use this
feature, you will have to attach the setzone control file to
each of the Debtor's phone fields.
To do this:
1. Copy the new setzone.ctf to your
CV11\masterdb\control folder. You can find this in your
CV11\demodb\control folder or download the
Set Time Zone package from the Collect! Member Center.
2. Sign into your masterdb database at user level 99 and
open a debtor.
3. Right-click on the Home field and select Properties.
This will display the Access Rights for the field.
4. Click on the magnifying glass next to the Control File
field and select setzone.ctf. You should now see the
file name displayed in the Control File field.
5. Repeat steps 3 and 4 for each of the Debtor's phone
fields.
You need to sign out of Collect! and back in as any
other user level to see this control file at work. It
does not work if you are user level 99!
When you enter new debtors in your system, Collect!
will update the Timezone field as soon as you leave
any of the Debtor's phone fields. Collect! looks for a
phone number in any of the phone fields. The priority
for setting the Time Zone is Home, POE#, Cell, Other.
Changes to the area code will also update the debtor's
Timezone field.
Using Time Zones To Manage Work
Once you have updated all of your debtors' time zones,
you can manage your work queues by Time Zone. Simply
select the Time Zone column when you are viewing a
WIP List to sort the list by Time Zone. Or, use the
Reload Work In Progress List dialog to set a Time range
to view when the WIP List is reloaded. Please refer to
Help topic, Managing Work Queue By Time Zone
for more information.
You can also use this feature with the Time Zone Alerts
to change the color of the debtor's Home field based on
the time zone. Please refer to that Help topic for a
sample control file snippet that you can use to create
the color setting criteria.
In Collect! Version 11.3 Build 8.1 and newer,
when the time zone is not "Local Time," the Debtor form's
title bar displays the Debtor's current time.
Set Time Zone For Cosigners
A cosigner report, Set Time Zone DC, is shipped with the
Collect! evaluation database to set the Time Zone for
all Cosigner records. A control file, DCsetzone.ctf, is
also included to set Time Zone as new phone numbers
are entered or modified on the Cosigner record.
The Set Time Zones for Debtor, Cosigner and Phone
Records utility may be downloaded from the
Collect! Member Center.
Set Time Zone For Phone Records
A phone report, Set Time Zone Phone Record, is shipped
with the Collect! evaluation database to set the Time Zone
for all Phone records. A control file,PHsetzone.ctf, is also
included to set Time Zone as new phone numbers are
entered or modified on the Phone record.
The Set Time Zones for Debtor, Cosigner and Phone
Records utility may be downloaded from the
Collect! Member Center.
See Also
- Time Zone Alerts
- Managing Work Queue By Time Zone
|
Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.
Please click this link to send us your comments: helpinfo@collect.org