New Features - 13-1

Welcome to Collect! Version 13.1. This latest version has several new features and functionality, as well as several optimizations and enhancements to existing features.

The full revision history is available to Members via the Member Center.

Display And Environment

When opening a record from from a list, it is now refreshed prior to being displayed.

Moved the Financial Summary Totals form to the lower tab section of the Financial Detail form to allow for more space.

Moved the Judgment fields on the Financial Summary Totals form to a dedicated Judgment form.

Added " Reports to" to the Operator form.

Added Operator Attachments to the Operator Form.

The MFA secret is now copied to the clipboard when the QR code is presented.

Updated all referenced to Report Name on various forms to use the same character count for consistency.

Removed Raima-related Menus.

Added Create Emails and Create Addresses to the Tools -> Utilities menu.

Contact File Attachments on Email contacts will now behave the same as Letter contacts.

When setting the Last Result field on a Phone record, Collect! will now look for a corresponding Phone Contact and update the Call result field with the same value. It will also set the RPC box on the Phone record and Last RPC date. Updating the Call Result field on the Contact record will also update the corresponding Phone record.

Moved the Debtor Operator, Sales, Rate, Financial, and Run Plan fields up to get them out of the way of the Address tab.

Added checkbox to Operator Detail form to disable contact control notes, while leaving the pop ups enabled.

Disabled the graphical status bar globally to optimize processes and added a /status to the Command Line Startup options to enable the graphical status bar for users who want it.

Added the language pick list to the Associate, Debtor, and Cosigner Speech fields.

Financials

Altered the behavior of the Original Principal and Original Interest fields on the Financial Detail (Assignment) form. When you fill in those fields, they will still create the 196 and 197 transactions respectively. If you import multiple 196 (Original Principal) or 197 (Original Interest) transactions, then Collect! will sum up all the transactions and populate the applicable fields. If you create the 196 (Original Principal) or 197 (Original Interest) manually, then only the first transaction will be entered into the applicable fields. Once the Original Principal and Original Interest fields on the Financial Detail (Assignment) form are populated, they will never be altered again. This will allow you to track the original placement amount, even after adjustments and new invoices are added. The fields are editable, so you can change them manually or with automated scripts.

Added a box on the Company Detail form called Allow DBL Post Trns on Stmts, which allows a transaction to appear on multiple statements. Use with caution as it will allow the same transaction to appear on multiple statements, resulting in over payments to clients.

Contact Management

Implemented Contact Controls. When enabled, you can prevent Calling, Lettering, Emailing, and Texting to occur on an account that don't meet specified rules.

Implemented Statute of Limitation. When Statute of Limitation rules are defined, Collect! will populate the Time-Barred date on the Debtor form based on the Itemization Date. When payments are posted, the Time-Barred date will update based on the Payment date.

Implemented Holidays. Any process that checks for Weekend Dates will now look at the defined Holidays and skip them.

Implemented Call, Text, and Email Opt In and Out. The values will set a flag in the database and each opt in or out is logged to a Contact Log table.

Added Amount Paid and Last Payment Date to the Work in Progress list.

When opening Metafiles, if the embedded code contains HTML, Collect! will now open a web browser with the rendered HTML.

Implemented Create Copy on Repeat and Log Repeat to Notes for Client Contacts.

Report Writer

Connected the Reporting module to the Contact Controls to prevent letters, emails, and texts from going out that may be in violation of a Contact Control rule.

Added support for print codes and variables in the @fileattach command.

When printing to screen, then to a printer, the letter data is now saved as a Metafile on a Contact, even if the data displayed on the screen wasn't altered.

Added new Report commands to call the Contact Control functionality.

Added @versioninfo to the report writer to obtain the Collect! version.

Added checkbox to report and printer setup to disable contact control notes when Letters are skipped.

Import/Export

Added checkboxes to the Import Options form called Auto- Create Phone Records, Auto-Create Email Records, and Auto-Create Address Records which, when enabled, will automatically create the Phone, Email, and Address records, respectively, on imported Clients, Associates, Debtors, and Cosigners.

Added the ability to run a report after an import finishes.

Credit Bureau Reporting

Added the ability to delay reporting to the Credit Bureau until a defined number of days after a defined initial letter has been sent. Unchecking the Debtor Address OK box will disable CBR reporting only if the account has not already been reported.

Added checkbox to CBR setup to disable contact control notes when Debtors are skipped.

Autodialer

Connected the Autodialer module (click to dial) to the Contact Controls to prevent calls from going out that may be in violation of a Contact Control rule.

Payment Processing

Added a message to the Payment Processing module to notify users if an account is closed.

Added a locking mechanism to CC and ACH module so 2 users can't reconcile at the same time.

Upgrading To This Build

Please refer to How to Upgrade Collect! for details about upgrading your existing Collect! system to take advantage of the features and optimizations in this latest release.

If you are upgrading from Version 11 or earlier, this is a major revision and considered a paid upgrade.

Latest Features

Latest Features

Prior Releases

Version 12.11