Collect! Credit and Collection Software™

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How To Copy Records

This document discusses copying and pasting records in the same database or copying records from one database to paste into another database.

PLEASE BE SURE YOU HAVE A RECENT BACKUP OF YOUR DATABASE BEFORE COPYING RECORDS.

Introduction

It is possible to copy many kinds of records and very easily select a group of records to copy. This feature works well for contact plans, operator settings, status codes, transaction types, reports, commission rate plans and user levels. When you copy a Contact Plan, for instance, all of the events in that plan are copied.

There are a few important restrictions:

1. If you were to copy a Debtor record, the Debtor information would be copied but any contacts and transactions are not copied. Neither is the Client information copied. So, it is not recommended to copy debtors or clients.

2. User Levels cannot be copied from one database to another. They lose their settings. You can make a copy in the SAME DATABASE,

though, so that you can adjust the settings of a level without losing the original--in case you need to restore it.

3. Import maps cannot be copied from one database to another. They lose their settings. Within the same database, you must carefully examine any definitions that you copy to ensure that the settings are intact.

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Open List And Select Records

1. Using the pull down menus, open the type of record you wish to copy. This can be any kind of list, including Contact Plans, Operators, Transaction Types, Commission Rate Plans, Reports, or User Levels.

2. Using the arrow keys and the spacebar, select the item or group of items you want to copy.

Useful Note To select items, highlight the item using the arrow keys and select it by pressing the spacebar. When you do this, the selected line will turn orange. As you select more items, the ones you already selected will turn orange. To deselect an

item, use the arrow keys again and when you are on the item, press the spacebar. The orange highlight will disappear and the item will turn teal then appear with a normal white background when you move off of it.

3. You can use Search Criteria to narrow down a very large list to a more manageable size, perhaps even filtering it to only those records you want to copy.

4. If you want to copy a whole list, click in the list to activate it and press the key combination CTRL+A to select all the records.

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Copy The Records

5. Now, pull down the Edit menu and choose Copy or use the key combination CTRL+C.

6. Collect! will prompt that you have copied records. Read the prompt carefully. If there is already something in the Clipboard,

you must decide whether to add to it or copy over it, so read carefully and choose YES or NO.

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Open The Target Location

7. If you are going to paste into the same list, you don't have to do anything but paste. So, proceed to Pasting The Records Into The New Location. However, if you are going to paste the records into a different database in Collect! you have to exit the one you are in and sign into the other one. So, proceed to Step 8.

8. Use whatever means are necessary to exit from the Collect! menus and the database you are signed into until you are at the Collect! Welcome screen. DO NOT Close the program. This will clear the clipboard. You need to get back to the Main Menu, then click the Quit button to get to the Welcome to Collect! screen.

9. At the Welcome to Collect! screen, choose the database you want to enter and press the Start button to sign in.

Useful Note You must use an ID and password that the other database recognizes.

10. Once you are signed in, pull down the menus at the top of the Collect! screen and open the same type of list you took your records from. In other words, if you copied a status code from the first database, then bring up the status code list in this database.

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Pasting The Records Into The New Location

11. Whether you had to enter a new database, or are still at the same list in the old one, you can now paste your records from the clipboard into the list.

12. Pull down the Edit menu and choose Paste or use the key combination CTRL+V to paste your items into the list.

13. You should open and check the items you pasted to make sure they copied as you expected them to.

14. Give your new copies unique names and descriptions so you do not have duplicate entries in your lists.

After copying any kind of record, check to make sure that all information did copy over as expected.

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Cancel Copy

When Collect! displays the message that you have copied a record, you can select CANCEL to abort the copy process and clear the clipboard.


Copy Record Message

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Summary

The information provided in this topic applies generally to copying records.

Where you paste copied items depends on what you copied. If copying to the same database, records are pasted into the same list that they were copied from. For instance, perhaps you want to use an existing Operator setting, make a copy, and alter it slightly for another Operator on your team.

If copying to the Masterdb database, a record copied from the Demonstration database must be pasted into the same type of list as it was copied from in the other database.

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