Related Information Examples & Tutorials
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Training Manual - Section A - System Administrators

This Training Manual section contains topics to help you with overall setup of Collect! for your particular needs. It is designed to help the Administrator set up and configure your Collect! program. This is typically the owner of the company, or the representative responsible for contacting Collect! Member Services. The topics outlined here will help with setting up Collect! initially and provide on-going assistance as you learn to use Collect!.

tip.gif This page contains links to topics to help those responsible for setting up Collect! and overseeing the general operation of Collect! in your business environment.

Please take care of setting up Collect! before your operators use it.

Installation And Setup

Install Collect! For The First Time
How To Setup And Configure Collect!
Setup Checklist
How to Enter Your License
How To Setup Company Details

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Operator Setup

User Level
Access Rights
Form Rights
Security And User Levels
How To Setup Operators
How To Setup The WIP List
How To Set Field Or Form Properties
How To Setup Auto Dialer
Copy Operator Configuration
How To Modify Or Create A Pick List

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Reports And Letters

How To Setup Reports And Letters
Report And Printer Setup
How To Copy Reports To Master Database
How To Import A Report
How To Export A Report
How To Create A Letter
Report Definition
Report Body
How To Design Reports And Letters
How To Add Formatting To Your Designs
Printer Control Code
Printable Fields
How To Setup Check And GCheck
Report Sample
Report Topics Index
Report Writer Reference

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Financial Setup

Transaction Type
How To Setup Transaction Types
Payment Posting Options
How to Setup Amortized Interest

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Client Setup

How To Setup Client Settings
How to Setup Invoice Numbering

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Debtor Setup

How To Setup Debtors
How To Setup Debtor Status Codes
How To Setup Account Matching
Group Member Setup

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Contact Plan Setup

How To Copy Contact Plans To Master Database
How To Import A Contact Plan
How To Export A Contact Plan

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Email And Dialer Setup

How to Setup Sending Email In Collect!
How To Setup Auto Dialer
How To Use Predictive Dialer

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Help Pages

How To Enable HTML Help in Collect!
How To Use Hyperlinks In Help Pages

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Additional Options

Working With Archived Accounts
Introduction To Additional Options Setup
Scheduler

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Networking And Technical

Command Line Startup Options
Basic Networking For Using Collect!
Backing Up CV11
How To Get Help With Network Problems
How To Get Help When You Get System Db Error Messages
Database Maintenance

tip.gif Please see additional links in the left bar under "Examples and Tutorials." These contain many related links that you will find very helpful as you set up Collect! and become familiar with using it.

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See Also

- Training Manual Main Index
- Training Manual - Section B - Office Managers
- Training Manual - Section C - Collectors
- Topics Collections

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