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New Users Start HereWelcome to the Collect! community! You and your company have made a great decision to consider the software system that will help you grow your business. You will be part of a growing group that includes more than 1,300 companies in 38 countries with over 5,000+ users ... and we're growing stronger every day! Starting RightAs a new user, the best place to start is the Starting Right section. This will provide a setup checklist for your new Collect! installation, an overview of online documentation, and how to get help through our ticket system and through Collect! Membership. You can also watch our Starting Right video. Quick User's GuideClick here for screenshots and descriptions of Collect! capabilities. The Quick User's Guide is helpful in understanding the product and user benefits. Collect! Features DemonstrationThis video provides a very comprehensive product tour. The first few minutes provide an overview of entering client and debtor data, Work in Progress lists, and generating Contact Plans. The video progresses to show increasing detail within the product; if you have any specific questions about product capabilities, please let me know. Software ConversionThe Import/Export module in Collect! is extremely flexible and can import data in virtually any format. Converting from another software to Collect! is a process that needs to be planned out. Below are some links for a successful data conversion. |
