Related Information
Want to learn more? View the Training Videos in the Collect! Member Resource Center to learn the inside tips on utilizing all that Collect! has to offer to optimize your company's efficiency.
“ I never needed any assistance with Collect! as it is so simple to use. ” Judy A.

Find By Name

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

Find By Name prompt

A list of matching records will be displayed.

Find By Name 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 Name field. Then, before leaving the debtor record Collect! will look at all debtor cosigner/other records, searching for a Name field that matches the search criteria.

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

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 asterisk [*] tells Collect! to search all Name fields for a name containing the Find By Name criteria.

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 [*] 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.

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

Once the row with your Name is highlighted, press ENTER or select the row with your mouse and Collect! will open the Debtor form. If the Name you selected was in one of the cosigner/other records, the debtor to whom the cosigner/other record belongs will be displayed.

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 Name 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 Names list will be released.

See Also

- Find By

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments:

RMA RMA Canada ACA Member