New Features - 13-3

Welcome to Collect! Version 13.3. 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

Added Alt Invoice Number and Alt Receipt Number to the Transaction record as they support alpha characters.

Added de_web_password, ph_pref_flag, add_pref_flag, em_pref_flag to the schema for the Debtor Portal.

Added 3 more File fields to the Attachment and Client Attachment forms.

Removed the pick list from the debtor speech field.

Added SSN to the Find By result list.

Added an option to the Payment Posting Options form that gives users the option of using NSF payments for last payment on the debtor form.

Financials

Disabled CFPB recalc during import to prevent the Original fields from populated before all transactions were loaded. The recalc needs to be run post import or the values will update the next time the account is opened.

Contact Management

Added Dialer ID to the Contact record to store a campaign ID to prevent the same call result from being imported twice.

Added a Create Phone Contact option to the Autodialer Preferences which, when enabled, will create a Phone contact with the number that was dialed in the description field. If an existing, in progress, Phone contact with the same number exists, the system will do nothing.

When creating Phone Contacts, instead of displaying a static pick list with Home, Cell, etc., Collect! will now display a dynamic pick list with the active phone numbers from the Phone tab. The database will store the phone number, without any special characters, in the Contact's Description field.

Added Include All Types for Controls to the Company Detail form which, when enabled, will use a non-CFPB count of Contacts based on the Contact Control rules simply summing all phones, letters, emails, and SMS Contacts. The attempts value will still populate on the Debtor form and the RPC warning will still pop up if the condition applies.

Added new contact types for incoming Phone, Email, Letter, and Text communication.

Added the ability to run a report from a Contact Plan that is called from @RUNPLAN in a report.

Report Writer

Added a prompt to Screen Editor when closing without printing to give the user the choice to save an In Progress Contact to be printed later.

Files generated by the @PDF and @TXT commands will now be copied to the applicable Client or Debtor attachment folder from the letters folder.

Files opened from the Contact Attachment field will now check the Client or Debtor attachment folder if the file can't be found in the letters folder.

Batch printing RTFs will now put the file name in the Contact Attachment field.

RTF Files will now be copied to the applicable Client or Debtor attachment folder from the letters folder.

Updated report processing to not treat hyphens as math when formatting a date into a String variable (EX: @tvarDate* = @d).

Credit Bureau Reporting

When Cosigners are reported to a Credit Bureau, a hidden flag is set to record that they have been sent. Once sent, the Cosigner will always be exported to the Metro2 file, regardless of Address status.

Debtors with Commercial in the Legal Entity field, and the Debtor's Cosigners, will now always be included in the Credit Bureau Reporting Metro2 file, regardless of Validation Letter settings on the CBR Setup.

Added "Deprecated" to the 05 CBR Status code, as it is no longer supported by the bureaus.

Updated the CBR commercial checks on the Legal Entity field to be any of the commercial values between 1 and 99.

Payment Processing

Updated the Credit Card module to update the payment plan on the gateway if owing is less than the payment amount, regardless of number of remaining payments. Before this change, the gateway would only be updated if the number of remaining payments was 1.

Added "Use grp owing for final pymt" to the Credit Card Setup form for sites that use recurring payments for Grouped accounts. When checked, Collect! will use the Group Owing when determining if the final payment should be adjusted down.

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