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“ Everything you need is right there on the Debtor screen ” Frank S.

Find By Account Number

This Find By option searches for the Account Number that matches the data you entered.

Find By Account Number prompt

A list of matching records will be displayed.

Find By Account Number results

Selecting OK while leaving the prompt empty will cause Collect! to display ALL records.

This function searches all debtor records looking at the Debtor Acct field for an Account Number that matches the Find By Account Number criteria.

If Collect! finds any matches, it displays a list of the matching records.

For example to find all instances of NJ214-77-8898 type 'NJ214-77-8898'.

To search for a set of characters in the middle of a Acct values, type *77 (or whatever you need). The asterisk [*] tells Collect! to search all Acct fields for a number containing the Find By Account Number criteria. For example, if you know there's a Account Number you are looking for such as 'NJ214-77-8898', you could type '*214' and it will come up with both 'NJ214-77-8898' and 'WA214-77-7986'.

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

There is a difference in using the Find By Account Number when you have entered your Acct values inconsistently. Numbers entered as 'NJ214778898' are actually different from 'NJ214-77-8898' when compared for a match. It is important to enter all Account numbers in a consistent way.

When the list is displayed, you can immediately start typing the exact Account Number you wish to find and Collect! will scroll through the displayed list to move you to the specific Account Number you may be looking for.

Once the row with your Account Number is highlighted, press ENTER or select the row with your mouse and Collect! will open the Debtor form.

When you are ready, you can either back all the way out and return to what you were doing, or you can return to the list and select another row to work.

If you go too far, select Browse Find By Account Number again and Collect! will retain what you previously searched for. This helps speed up your lookups.

Once you Cancel the list, or back out to another form, the matching Account Numbers list will be released.

See Also

- Find By

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