Starting Right

We are here to help you have a positive early experience with Collect! and to let you know about the many resources and supports available to you. This page is intended to be a guide and resource as you explore and begin using Collect! Please bookmark this page to you find it again easily.

Setup Checklist

Save yourself time by using the correct setup sequence: Company Details, then Clients, then Debtors. You can follow the instructions on the page How to Setup Collect! or wait until the first orientation session included with your purchase. It is very important that you setup your system sequentially.

Exploring Collect!

If you are evaluating Collect!, please explore the following features: company global settings, access rights system, global client settings and individual override capacities, client screens, debtor screens, compliance capacities, work queues ( WIP lists), action/run plans ( contact plans), payment posting, letter templates, and stock reports. Check the Frequently Asked Questions section of our website or contact us with your questions (sales@collect.org for evaluator and support@collect.org for current customers).

Context Sensitive Help

Context sensitive help is available in 2 ways:

1. Popup windows will present if your cursor is hovering for a set number of seconds on a field or screen. The system interprets this pause as hesitation and produces a popup relevant to the current cursor location. We recommend you use the popups while you are familiarizing yourself with the system, and disable the popups when ready.
2. Pressing the F1 key on any field or screen in the system will open the most relevant Help doc for where your cursor is.

Online Help Documentation

Collect! has the most extensive, detailed, searchable, indexed, hyperlinked and growing Help documentation in the collection software industry that enables users to learn about Collect!'s many options and capabilities.

These resources are particularly helpful to new users:

Quick User's Guide

The Quick User's Guide describes and provides links to all the basic functions and features available in the system. Review this page from top to bottom for an initial overview of the system. Main topics covered include Starting Collect!, menus, screens, navigation, basic functions, system administration, setup and configuration, tools, system security, account matching and grouping, letters and reports, pick lists, editing fields labels, daily administration, printing, client and debtor screens and work queues.

Help Index

The index provides a list of all Help docs arranged alphabetically and a search field. Using the index is often the fastest way to find specific information. Bookmark this page also.

"How To" Help Documents

Click H in the index to reach an alphabetized listing of How-To Help docs that are especially useful early in your use of Collect!

Keyboard Shortcut Tips

Collect! has many productivity enhancing shortcuts and hot-keys built right into the product. Check out the How To Use The Keyboard Shortcuts Help document.

Online Ticket System With Support Services

Our support services team records all incoming client requests in our online ticket system. Clients are asked to keep all communication and attachments regarding an issue in one ticket string and to create a separate ticket for each issue for speediest issue resolution. Collect! Members can also access the ticket system to view the status of in-progress tickets, review closed tickets, and submit new tickets knowing that as members their tickets will be prioritized.

Membership Options

Collect! Help Desk and technical support services are available to Standard Members for questions and technical services. Standard Members enjoy free Tier 1 Help Desk support and access to the Member Center. All Membership types include discounted rates for technical services and discounts for upgrades, additional seats, and modules.

• Collect! Cloud subscriptions include Standard Membership
• Collect! Premise purchases include 1 year of Standard Membership.
  Standard or Updates-Only Membership is optional after 1 year

Demo Database

Your Collect! installation will include a master and a demo database. Use the master for production, and the demo to test and experiment before implementing new procedures in your production database. Additional databases can be added in the Corporate Edition. All other editions can contact us for pricing to add a database.

Member Center

Available to Collect! Standard Members, the Member Center provides a wealth of self-service resources that enable users to make the best use of the software.

• Download Collect! software updates within your version
• Training Videos
• Additional stock reports and letter templates
• Partner integration tools
• Utilities: pick lists, contact plans, control files, scenarios, writeback reports, SQL scripts
• Access to the Ticket System
• Access to Remote Assistance
• Access to the Client Portal

Scaling

Add capacity to your Collect! application at any time by adding components as you need them. Unlike most other software both your data and your customizations will move with you.

• Larger edition
• Additional seats
• Additional modules
• Additional add-ons