WIP Reload Filters Basics

The WIP Reload Filters form allows you to select the types of contacts to load into your To Do List.

Collect! loads all Promise, Phone, Review and Other contacts by default. Choosing specific contact types can make your list shorter and easier to manage. The WIP List loads fastest when you load a single contact type.

The WIP Reload Filters form lets you select all contacts or specific contact types. You can set the priority of the types to ignore lower priority contacts. You can also set the number of each type of contact to show when the WIP List is reloaded.

Further you can scan ahead to review contacts coming up in the future, or simply load a maximum number of contact events in your WIP List.

In short, the WIP Reload Filters helps you organize and gives you flexibility to use your Work in Progress list effectively.

WIP Reload Filters form

Selected types will also be used as defaults when Collect! searches for pending contacts when you have enabled Schedule Next Contact functionality. Please refer to that Help topic for details.

Accessing WIP Reload Filters

The WIP Reload Filters form may be accessed in many ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the WIP Reload Filters form.

1. Using the menu bar at the top of Collect!, select Option to display the drop-down menu. Select Preferences from this menu and to display the System Setup menu. Select the button labeled Plans and Reference Tables and the Plans, Tables and Defaults menu will appear. Select the button labeled WIP Options to display the WIP Options form. Select the button labeled WIP Filters and the WIP Reload Filters form will appear.

2. From the Main Menu, select the System Administration button to display the System Administration menu. Select the Setup and Configuration button to display the System Setup menu. Select the button labeled Plans and Reference Tables and the Plans, Tables and Defaults menu will appear. Select the button labeled WIP Options to display the WIP Options form. Select the button labeled WIP Filters and the WIP Reload Filters form will appear.

3. From the Main Menu select the button labeled Work in Progress to display your Work In Progress form. Select the button labeled Reload and the Reload Work In Progress List will appear. Select the button labeled WIP Options to display the WIP Options form. Select the button labeled WIP Filters and the WIP Reload Filters form will appear.

4. When on any Contact form you can select the Defaults button to display the WIP Options form. Select the button labeled WIP Filters and the WIP Reload Filters form will appear.

See Also

- WIP Reload Filters