Integrated Client Management
Collect!'s Integrated Client Management component is
structured to provide functionality like that which
exists for the Debtor records.
You have the ability to:
- Schedule contacts and assign them to a specific user such
as an inside Salesperson or Admin employee.
- Enter Notes in a dedicated Note Tab that will include a
date/time stamp, user ID and the noteline content. This
function is extremely useful as a storage spot for important
Client emails. Copy and paste text into Collect! so that
there is a central repository of Client information instead
of the having individuals who are responsible for Client
email folders.
- Run Client specific Contact Plans.
- Create Client report and letter batches which may be output
in the same process manner as that for Debtors.
- Create Client Attachment windows to house important documents
and contracts.
- Import/Export Client related data, provided you have licensed
the import/export module for your site.
The Client Management module is included with current shipping
versions of Collect!. If you are operating version CV11.4.2
or lower, contact us for upgrade options.
See Also
- Client Topics
- Batch Processing
- Import/Export Topics
- New Features
| 
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: helpinfo@collect.org