Collect! Credit and Collection Software™

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WIP Reload Filters

The WIP Reload Filters form allows you to select the types of contacts to load into your To Do List. Collect! loads all Promise, Phone, Review and Other contacts by default. Choosing specific Contact types can make your list shorter and easier to manage. Fastest load performance is obtained when you load a single Contact Type.


WIP Reload Filters

The WIP Reload Filters form lets you select all contacts or specific Contact types. When you press the Reload button on the Work In Progress form, the Reload Work In Progress List form displays. Press the Select Types button to access the WIP Reload Filters form.

Making A Selection

Some fields in the WIP Reload Filters form are "switches." A check in the box switches it ON and unchecking switches it OFF. Use the TAB key to move from one of these fields to another. Use the spacebar to check or uncheck the box. Or click in the box to check or uncheck it.

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Load Selected Types

Switch this ON with a check mark to choose the types to load into your WIP List. With this option you can be very flexible regarding the contacts you choose to appear in your WIP List. Click the choice to mark or unmark it or use the spacebar.

Useful Note Selected types will also be used as defaults when Collect! searches for pending contacts when you have enabled Schedule Next Contact functionality. Please refer to that Help topic for details.

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Load All Types

This setting should be used cautiously. It is meant for administrative purposes and not for normal working of a collector's WIP List!

Switch this ON with a check mark to force all contacts to be displayed in your WIP List. All other options are grayed out when this field is switched ON. Click the choice to mark or unmark it or use the spacebar.

Useful Note When you turn this switch ON, Maximum values you enter in other areas of the form are disregarded. Also, Collect! changes what it considers a future Contact. Normally only Phone calls, Reviews, Promises and Other Contact types qualify as a future Contact. When this switch is turned on, ALL Contact types qualify as future Contacts.

When Load All types is selected, ALL contact types are set to display and users can not modify which events to display.

Schedule Next Contact - Pending is also disabled when this setting is switched ON.

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Promises

Switch this option ON to include Promise contacts in your WIP lists. Click the choice to mark or unmark it or use the spacebar.

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Phone Calls

Switch this option ON to include Phone Call contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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File Reviews

Switch this option ON to include Review contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Other

Switch this option ON to include Other contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Email

Switch this ON to show email contacts in your To Do List. Click the choice to mark or unmark it or use the spacebar.

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Promise Priority

When you limit the number of Promise contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

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Call Priority

When you limit the number of Phone contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

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Review Priority

When you limit the number of Review contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

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Other Priority

When you limit the number of Other contacts loaded you may want to load certain types before others. Set a priority from 1 to 4 here with 1 being the highest priority and 4 being the lowest.

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Maximum Promises

Enter a number to limit the maximum number of Promise contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

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Maximum Calls

Enter a number to limit the maximum number of Phone contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

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Maximum Reviews

Enter a number to limit the maximum number of Review contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

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Maximum Others

Enter a number to limit the maximum number of Other contacts that may be loaded into your WIP at any one time. If you have a very large WIP List you can speed up loading contacts by entering a number here.

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Daily Batch

When marking choices in the WIP Reload Filters form, you should only flag the types of contacts that need Operator intervention. Other types are done in the daily batch.

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Activate File

Switch this option ON to include Activate File contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Close File

Switch this option ON to include Close File contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Custom Types

Switch this option ON to include the user-defined types with a value of 50 or higher. Click the choice to mark or unmark it or use the spacebar.

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Change Status

Switch this option ON to include Change Status contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Editing

Switch this option ON to include Editing contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Notes

Switch this option ON to include Notes contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Metro

Switch this option ON to include Metro contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Letters

Switch this option ON to include Letter contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Contact Plans

Switch this option ON to include Contact Plan contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Transactions

Switch this option ON to include Transaction contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Rate Plans

Switch this option ON to include Rate Plan contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Commission Rates

Switch this option ON to include Commission Rate contacts in your WIP List. Click the choice to mark or unmark it or use the spacebar.

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Load Maximum

Enter the Maximum number of contacts to load at any one time. This is useful if you have a very large WIP List that takes some time to load.

This value works in conjunction with the maximum values for the different types of contacts, such that contacts of each type will be loaded in order of Priority up to the Load Maximum limit.

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Promise Grace Days

Enter a value here for the number of days to wait before considering a promise overdue. This means a promise will only display in the WIP List when the due date of the promise plus the grace days exceeds today. This overrides the global WIP settings for showing "future" or "today and past" contacts.

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Look Ahead Days

When Search all dates is switched ON in the Reload Work In Progress List form, you can limit the number of days in the future Collect! will load Contacts for.

- Enter 7 to Look Ahead one week.
- Enter 30 to Look Ahead one month.
- Enter 365 to Look Ahead one year.
- Leave blank to Look Ahead all dates in the future.

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OK

Select this button to save any selections you have made and reload your WIP List showing only the Contact types you have marked.

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Cancel

Select this button to ignore any selections you have made and return you to your WIP List.

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Help

Press this button for help on the WIP Reload Filters form and links to related topics.

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