Collect! Credit and Collection Software™

  Detailed Field Information Page Table of Contents Related 'How To' Tutorials

Find By

The Find By menu offers many choices for quickly searching for records in your database using indexed fields.

When you select one of the Find By options to begin a search, you are prompted to enter information. The form that is displayed will give you instructions for entering the "search string" as required for the option you selected. Each available choice that you may select for performing a search has different requirements for its search string. For instance, some fields require numbers and others may contain characters and/or numbers.

Please read the instructions displayed on the screen for you as you begin to enter your search criteria.

Useful Note If you need to search for a record belonging to a particular client, you can add "->{client number}" to the end of the query to get results from just that client number. Example: "John D->1234" will return all the values starting with John D from client 1234.

Useful Note If you need to search for an exact match, you can add "=" to the beginning of the query. Example: "=John Doe" will only return the values that are John Doe and will not return John Doefall.

Useful Note If you are searching for a string, but you only know a portion of the string, like an email domain, then you can do wildcard searching by adding "*" to the beginning of the query. Example: "*@domain.com" will return all values that contain domain.com anywhere in the result.

Warning Note WARNING: Searching with the * is a lot slower than just typing the first few characters of the desired name because the system has to read every single key and search it for matching characters.

Debtors

Name

This option, Find By Name, searches the list of Debtors for the name you enter.


Find By Name Prompt

A list of matching records will be displayed.


Find By Name Results

This function searches the Debtor Name, Contact and Cosigner Name and lists all matching names. For example to find all instances of Fred type 'Fred'.

Useful Note Use hot key CTRL+F1 to access Find By Name.

Phone

This option, Find By Phone, searches the list of Debtors for the phone number you enter. You must use "-" where necessary. e.g.: 214-777-8898 not 2147778898, unless you have the 'Only numerics in phone fields' option selected on the Options, Sounds and Colors form. If this option is set, then any value can be put into the search string as Collect! will only search the database on the numeric value.


Find By Phone Prompt

A list of matching records will be displayed.


Find By Phone Results

Useful Note Use hot key CTRL+F2 to access Find By Phone.

Social

This option, Find By Social, searches the list of Debtors for the S.S.N. or S.I.N. that you enter. You must use "-" where necessary. e.g.: 214-77-8898 not 214778898, unless you have the 'Only numerics in SSN fields' option selected on the Options, Sounds and Colors form. If this option is set, then any value can be put into the search string as Collect! will only search the database on the numeric value.


Find By Social Prompt

A list of matching records will be displayed.


Find By Social Results

Useful Note Use hot key CTRL+F3 to access Find By SSN.

Date of Birth

This option, Find By Date of Birth, searches the list of Debtors for the Date of Birth that you have entered. You must be accurate to the day when entering the date of birth.


Find By Date of Birth Prompt

A list of matching records will be displayed.


Find By Date of Birth Results

Useful Note Use hot key CTRL+F4 to access Find By DOB.

Driver's License

This option, Find By Driver's License, searches the list of Debtors for a close match to the driver's license ID you have entered.


Find By Driver's License Prompt

A list of matching records will be displayed.


Find By Driver's License Results

Useful Note Use hot key CTRL+F5 to access Find By Driver's License.

Email

This option, Find By Email, searches the list of Debtors for a close match to the debtor's Email address you have entered.


Find By Email Prompt

Example:

Type 'support@' to find all email addresses starting with 'support@'.

Type 'support' to find all email addresses containing support, such as tech-support@test.com.

A list of matching records will be displayed.


Find By Email Results

Useful Note Use hot key CTRL+F6 to access Find By Email.

File Number

This option, Find By File Number, searches the list of accounts for a file number. Only exact matches are displayed.


Find By File Number Prompt

You should not have two or more records with matching file numbers.

Useful Note Use hot key CTRL+F7 to access Find By File Number.

Account Number

This option, Find By Account Number, searches the list of accounts for all records containing the string that you enter.


Find By Account Number Prompt

Example:

Type '616' to find all numbers starting with '616'. Type '*616' to find all numbers that contain '616'.

A list of matching records will be displayed.


Find By Account Number Results

Useful Note Use hot key CTRL+F8 to access Find By Account Number.

City

This option, Find By City, searches the list of Debtors for all accounts containing in the City field, the text string that you enter.


Find By City Prompt

Example:

Type 'vic' to find all city names beginning with 'vic'. Type '*ria' to find all city names containing '*ria'.

A list of matching records will be displayed.


Find By City Results

Useful Note Use hot key CTRL+F9 to access Find By City.

State

This option, Find By State, searches the list of Debtors for all accounts containing in the State field, the text that you enter.


Find By State Prompt

Example:

Type 'wa' to find all states that begin with 'wa'. Type '*wa' to find all state names containing 'wa'.

A list of matching records will be displayed.


Find By State Results

Useful Note Use hot key CTRL+F10 to access Find By State.

Zip

This option, Find By Zip, searches the list of Debtors for all accounts with Zip codes starting with the numbers that you enter.


Find By Zip Prompt

Example:

Type 'v9b' to find all zip codes starting with 'v9b'. Type '*4c1' to find all zip codes containing '4c1'.

A list of matching records will be displayed.


Find By Zip Results

Street

This option, Find By Street, searches the list of Debtors for all accounts with a Street address matching the criteria that you enter in the Address Information form. Criteria such as City, State and ZIP may be used to narrow down the search.


Address Information

This Find By option searches for Street addresses that match the data you entered.

A list of matching records will be displayed. You can see from the results whether the address match was found on the Debtor or the Cosigner record.


Find By Street Results

Select this option to display the Address Information form. Press F1 for more help.

Index 1

This option searches the list of Debtor attachments for a text string in the Index 1 field that contains the text that you enter. Partial matches are listed.


Find By Index Prompt

A list of matching records will be displayed.


Find By Index Results

Index 2

This option searches the list of Debtor attachments for a text string in the Index 2 field that contains the text that you enter. Partial matches are listed.

Date 1

This option searches the list of Debtor attachments for a date in the Date 1 field that matches the date range you enter.


Find By Date Prompt

A list of matching records will be displayed.


Find By Date Results

Date 2

This option searches the list of Debtor attachments for a date in the Date 2 field that matches the date range you enter.

Date 3

This option searches the list of Debtor attachments for a date in the Date 3 field that matches the date range you enter.

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Find By Hot Keys

You can type in a hot key from anywhere in the system to quickly bring up the Find By screen.

Hot KeyFunction
Ctrl+F1Find by Name
Ctrl+F2Find by Phone
Ctrl+F3Find by SSN
Ctrl+F4Find by DOB
Ctrl+F5Find by DL
Ctrl+F6Find by Email
Ctrl+F7Find by File Number
Ctrl+F8Find by Client Account Number
Ctrl+F9Find by City
Ctrl+F10Find by State
Ctrl+F11Find by Street

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Find By For Client Operators

If you provide your clients with access to your desktop application version of Collect, you can enable your Clients to browse for records in your database, using the Browse, Find By feature, while restricting them to only view their own accounts.

As an alternative, you can provide Clients access to your system via the web broswer interface using Web Host.

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Clients

Name

This option, Find By Name, searches the list of clients for the name you enter.

A list of matching clients is displayed.

This function searches the Client Name and lists all matching names. For example to find all instances of Fred type 'Fred'.

To search for a set of characters in the middle of a name, type *Fred (or whatever you need). The * tells Collect! to search all names for a name containing the typed characters. For example, if you know there's a 'Fred's A-1 Body Shop' in your system, you could type '*A-1' and it will come up with both 'Fred's A-1 Body Shop' and 'Erma's A-1 Cleaners'.

Searching with the * is a lot slower than just typing the first few characters of the desired name because the system has to read every single key and search it for matching characters.

Phone

This option, Find By Phone, searches the list of clients for the phone number you enter. You must use "-" where necessary. e.g.: 214-777-8898 not 2147778898, unless you have the 'Only numerics in phone fields' option selected on the Options, Sounds and Colors form. If this option is set, then any value can be put into the search string as Collect! will only search the database on the numeric value.

Email

This option, Find By Email, searches the list of clients for a close match to the Client's Email address you have entered.

Example:

Type 'support@' to find all email addresses starting with 'support@'.

Type 'support' to find all email addresses containing support, such as tech-support@test.com.

Client Number

This option, Find By Client Number, searches the list of clients for a client number. Only exact matches are displayed.

Alt Client Number

This option, Find By Alt Client Number, searches the list of clients for all records containing the string that you enter.

Example:

Type '616' to find all numbers starting with '616'. Type '*616' to find all numbers that contain '616'.

Owned by Client

This option, Find By Owned by Client, searches the list of clients for all records containing the numeric string that you enter.

Example:

Type '616' to find all numbers starting with '616'. Type '*616' to find all numbers that contain '616'.

City

This option, Find By City, searches the list of clients for all clients containing in the City field, the text string that you enter.

Example:

Type 'vic' to find all city names beginning with 'vic'. Type '*ria' to find all city names containing '*ria'.

State

This option, Find By State, searches the list of clients for all clients containing in the State field, the text that you enter.

Example:

Type 'wa' to find all states that begin with 'wa'. Type '*wa' to find all state names containing 'wa'.

Zip

This option, Find By Zip, searches the list of clients for all clients with Zip codes starting with the numbers that you enter.

Example:

Type 'v9b' to find all zip codes starting with 'v9b'. Type '*4c1' to find all zip codes containing '4c1'.

Street

This option, Find By Street, searches the list of clients for all clients with a Street address matching the criteria that you enter in the Address Information form. Criteria such as City, State and ZIP may be used to narrow down the search.

Select this option to display the Address Information form. Press F1 for more help.

Index 1

This option searches the list of client attachments for a text string in the Index 1 field that contains the text that you enter. Partial matches are listed.

Index 2

This option searches the list of client attachments for a text string in the Index 2 field that contains the text that you enter. Partial matches are listed.

Date 1

This option searches the list of client attachments for a date in the Date 1 field that matches the date you enter.

Date 2

This option searches the list of client attachments for a date in the Date 2 field that matches the date you enter.

Date 3

This option searches the list of client attachments for a date in the Date 3 field that matches the date you enter.

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Result

This column will display the database value that was returned from the search query. For example, if you searched by Name, it will display the name that was returned. If you searched by Phone, it will display the phone number that was returned.

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Source

This column will display the record that returned the result. For example, if you search on Name and it was a Cosigner that was found, it will display Cosigner in this column.

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Name

This column will display the Name of the Debtor or Client that the result is associated with.

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Contact

This column will display the Contact of the Debtor or Client that the result is associated with.

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Number

This column will display the File Number of the Debtor or Client Number of the Client that the result is associated with.

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Owner Name

This column will display the Client Name of the Debtor or Owned By Client Name of the Client that the result is associated with.

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Owner Number

This column will display the Client Number of the Debtor or Owned By Client Number of the Client that the result is associated with.

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Account

This column will display the Acct of the Debtor or the Alt Client Number of the Client that the result is associated with.

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Listed

This column will display the Listed of the Debtor or the Client Listed Date of the Client that the result is associated with.

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Owing

This column will display the Owing of the Debtor or the sum of the Debtors Owing of the Client that the result is associated with.

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