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Knowledgebase : Batch Processes
You can quickly and easily assign accounts to operators and teams of operators. Collect! has powerful batch operations that let you: Select a group of accounts based on any criteria. Assign the group of accounts to a single operator. Assign th...
I recommend doing a combination of Account Toss and Edit Search. You could make several teams, one for each group of collectors divided according to the dollar value ranges you need. That is, collectors who work accounts in the same dollar range would be ...
Collect! Member Center offers many training videos. The Assigning Accounts Through Batch Processing video steps through using the Batch Processing tool to assign accounts to operators. Also covers using Account Toss to assign accounts to several opera...
Collect! Member Center offers many training videos. Select the link below to view a video on the basics of batch processing. Batch Processing Basics shows you how to process many accounts at once using batch processing. Printing your daily letter batc...
Try Tools Recalculate after importing accounts to update the Owing field. After the import is run the debtors you imported will be tagged. If you then use the Tools Recalculate function to recalc the tagged debtors you'll find the owing updates,...