Welcome to the Collect! Tutorials.
Several videos covering the basic functions you will be performing
every day are available in FLASH format. When you press the
PLAY TUTORIALS button below, the Quick Tour web page will
open. Select the videos that you want to view.
You must have a sound card installed to play these files.
Playing The Tutorials
These videos require the free Adobe Flash Player. You can
download this from the Quick Tour page.
Several videos are presented. Each video has a Table of Contents.
You can view the entire presentation or review a section of interest
Entering Company Details
This video shows you where to enter the details of your Company
information so that it is available for printing in reports and letters.
Other settings may be set at the company level. These are shown
in the Company Details video.
Entering A New Client
This next video shows you how to begin entering your business
into the system. The Client is entered first and then you can enter
several settings in the Advanced section, such as setting an
Operator ID for new accounts and a contact plan to run when
new accounts are entered for this Client. These settings will
carry into each Debtor that you enter for the Client.
Entering A New Debtor
Once the Client is entered, creating a new Debtor is next.
We proceed with demonstrating how to enter new accounts
for the Client. There are many fields on the Debtor form.
Each one is explained in this video.
There are many features and functions in Collect!. Some of the
basic ones are covered in the tutorials to get you started using
the system and finding your way around. We are updating this
section and will be adding new videos in the near future. Check
back often! Visit our Member Services site for additional information.
- How To Start Using Collect!