Contents

Welcome to the Collect! Online Help Documentation. The help documentation is divided into 2 parts:

• Form and Field Help - Accessible from Collect! when you Push F1 on your Keyboard
• 'How To' Tutorials

In the navigation bar on the left, there are 3 sections:

• Detailed Field Information - If you are on a help page for a form, this section will display all of the fields for the form.
• Page Table of Contents - This section lists all of the main headings for the page you are on.
• Related 'How To' Tutorials - This section provides a list of related tutorials that may be of interest.

Installing Collect!

• How to Install Collect!
• How to Network Collect!
• How to Have a Successful Data Conversion
• How to Backup Collect!
• How to Upgrade Collect!

Getting Started

• Starting Right
• Quick User's Guide
• View Training Videos
• How to Setup Collect!
• How to Setup Operators
• How to Use Access Rights
• How to Use Aliases
• How to Use Pick Lists
• How to Use Control Files
• How to Setup Transaction Types
• How to Use Contact Plans
• How to Use Multi-Currency
• How to Use the Keyboard Shortcuts
• How to Customize List Views
• How to Change the Tab Order on Forms
• How to Build Reports or Letters
• How to Print Letters To a Single Account
• How to Use Quick Print

Working Accounts

• How to Enter a Client
• How to Enter a New Debtor
• How to Manage Contacts
• How to Use the WIP List
• How to Use the Attachment Form
• How to Use Account Toss
• How to Post a Transaction
• How to Use Post-Dated Payments
• How to Use Payment Plans
• How to Take Checks Over the Phone
• Searching for Debtors Using Find By

Month End

• How To Generate and Print Invoices and Statements
• How To Print Client Checks

Client Web Portal

• How to Setup Web Host
• How to Add a User To Web Host
• How to Customize Web Host
• How to Upgrade Web Host
• How to Setup Apache with Web Host

Client Web Portal User Interface

• Web Host Company Settings
• Web Host Operator
• Web Host Status Codes
• Web Host Transaction Types
• Web Host Payment Posting Options
• Web Host Action Plans
• Web Host Commission Rate Plans
• Web Host User Levels
• Web Host Credit Reporting
• Web Host Client
• Web Host Debtor
• Web Host Upload Files
• Web Host Import Files
• Web Host Work In Progress
• Web Host Debtor Payments
• Web Host Client Invoices

Collect!'s Optional Modules

• Auto Dialer
  • How to Setup the Auto Dialer
  • How to Auto Dial
• Payment Processing
  • How to Setup Electronic Payment Processing
  • How to Take Electronic Payments
  • How to Setup Transaction Types for Payment Processing
• Credit Bureau Reporting
  • How to Setup Credit Bureau Reporting
  • How to Run a Credit Bureau Report
  • How To Run The 7 Year CBR Age Out Report
• Import/Export
  • How to Create an Import Map
  • How to Import Records
• Letter Service
  • How to Setup Letter Service File Format - Ontario Format
  • How to Setup Letter Service File Format - Not Ontario Format
  • How to Use Letter Service
• Predictive Dialer
  • How to Use the Predictive Dialer
• Task Scheduler
  • How to Configure Scheduler Tasks
• TCN Broadcasting
  • How to Schedule a TCN Call Campaign
  • How to Process Results From TCN Call Campaigns
  • How to Customize TCN