Client Basics

There is a data set hierarchy to how Collect! organizes all the component parts of your information. The Client Record is the top-level record of your data set. In addition to housing an actual Client for whom you collect money, send remittances to etc., there are a variety of other uses that you may find for this part of the system. Examples; Attorney Info, Forwarding Agents, Process Servers, etc.

Here are some examples:

• Head office detail for large Clients which can be configured as a consolidation (Owned by) screen so that you may create grouped reports or statement/ invoices.
• Forwarder Agents your office uses. A pick list for this purpose exists on the Debtor screen.
• Your list of Attorneys you send accounts to for legal work. A pick list for this purpose exists on the Debtor screen.
• Store Courthouse or Municipal address information. This can be used as source Fields to create legal documents.
• Bankruptcy Trustees or Credit Counseling offices whose contact information is frequently needed.
• If you do not wish to Archive your closed accounts, perhaps assign 2 sequential Client numbers to large Clients so that you can move closed files off the Active Client number with a view to optimizing your report and other process run times.

Client Screen

Accessing The Client Setup Screen

The Client Setup Screen may be accessed three ways. Which method you use will depend on your Operator level and/or navigational preferences:

1. Using the menu bar at the top of screen, your menu path is "Browse\Client". Once you select Client, you will be presented with the full system Client list. From here you can Search, Edit, Add New Clients or Delete existing Clients.
2. From the Main Menu, using the buttons on the left side of the screen, your path is " Daily Administration\ New Business\Clients".
3. From any screen which has a Client Name or Client Number pulldown menu pick list, selecting that dropdown arrow will display all the Clients currently in the system.

There is a "View" button on the Debtor screen in the upper right corner, right beside the Client number field. If a user has access rights to view Clients, clicking that button will take you directly to that Client's profile screen where all its history, facts and stats are stored. Your Admin, Sales and Executive Management users may find this shortcut particularly useful if there is a need for a client setting detail while reviewing a debtor account.

F1 Help is available from any field and screen in the system.

See Also

- Client Topics