Topics - Quick User's Guide
This page links to topics covered in the Quick User's Guide
that ships with Collect!
Many of these topics are complex and not easily
covered in a single document. Throughout the Help System you
will find links to additional information to fill in the details.
Welcome
Benefits of using Collect! for Credit and Collection.
New features in this latest version of Collect!
Setting up Collect! - the
comprehensive guide to all aspects of this most important topic.
Quitting Collect!
New User Basics - Finding Help, controlling Collect! with keys
and the mouse, using forms, lists, printing and more.
The Basics
Opening a Database in Collect! - tips for opening different
databases.
The Main Menu shows your signon ID, the database you opened
and operations that Collect! for Credit and Collection supports,
organized into groups of functions typically performed.
Entering Clients and Debtors
New Business includes creation of new client and debtor records.
How To Enter A New Client describes how to enter a new client.
How To Enter A New Debtor describes how to enter a new debtor.
How To Schedule Contacts describes scheduling basic contacts
for working your accounts.
Posting Transactions
How To Post a Transaction describes financial management for
recording debtor payments.
Printing Reports
After entering new clients and debtors, you can print relevant
reports and letters.
Daily Reports lists reports you can print on a daily basis.
The Daily Cash Report will print a summary of transactions posted.
Working with Client Information
How To Make Client Payments describes posting payments
from clients.
How To Generate and Print Statements describes the preparation
of client statements.
Beyond The Basics
Now that you have learned the basics, explore other ways that
Collect! simplifies managing contacts, creating and using simple
and sophisticated contact plans, printing batch letters and
running other batch operations.
How To Manage Contacts introduces the concepts of contacts
and contact plans because the debtors you entered require
letters to be sent, telephone calls to be made, promises of
payment recorded and other functions performed in order to
effectively manage their accounts.
How To Use the WIP List describes the use of Collect!s easy
and comprehensive way to display and work pending contacts.
The Print menu is available from almost anywhere in Collect!
How To Print Statements - Reports - Letters lists many topics regarding printing.
Scheduled Batch Letters describes printing letter batches.
To save time and money you can send your batch letters to a
Letter Service Bureau for printing.
Credit Reporting
How To Report Credit describes the process of preparing to send
reports to the credit bureaus.
Account Matching And Grouping
Accounts can be grouped together automatically and manually,
and can optionally share information so that when you make a
change in one account, the change also appears in other
accounts in the group.
How To Group Debtors explains how to group debtors manually.
How To Setup Account Matching describes how to group accounts
automatically whenever a new account is entered.
Further Possibilities
There is much more power and flexibility to Collect! to explore.
How To Use Batch Processing shows how to process large numbers
of accounts quickly.
How To Use Macros - Use macros to perform any complicated or
repetitive task quickly.
How To Search For Records describes how to quickly find records
when any list is displayed. Build searches based on any field in
any record.
How To Design Reports and Letters introduces the vast topic
of creating your own reports and letters.
Import/Export Module introduces the transfer of information to
and from other systems.
TCN Service introduces processing TCN call campaigns
with Collect!.
How To Use Pick Lists gives you a way to list choices to pick
from when you enter data into a field.
How To Set Field Or Form Properties introduces changing field
labels, using aliases that suit your needs.
Summary
We hope this list is helpful. Collect! can do a great deal more for
you. Available options include report writing, ODBC gateway,
performance-enhancing utilities and more. Please don't hesitate
to ask us about utility programs for Collect!
Now that you have gotten started, use the Contents,
Help Index and Hyperlinks to explore other areas and details.
Be sure to setup Collect! as described above.
This is most important.
Setting up Collect!
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Please click this link to send us your comments: helpinfo@collect.org