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Web Host User Level 95 - Legal

Additional User Level for the Legal User Level (95) for Web Host

This user level for web host is designed from the perspective of an outside attorney who needs web access to manage accounts assigned to them.

The web interface uses the same interface as the client interface for user level 98, but display accounts based on the Debtor Legal field.

REQUIREMENTS
- Attorney must be setup as a Client
- Attorney must have a Client Operator properly setup for web host access with user level 95
- Debtor must have the Attorney's client number in the Legal field
- Must be Running Web Host version 2.3; earlier and later versions not supported

INSTALLATION
1) Download and unpack ZIP file
2) Place the '95' folder in the HTMLuser folder
    EXAMPLE: CV11masterdbHTMLuser95
3) Select the web host report library (EXAMPLE: masterdb_w) and import the RPT file
    http://www.collect.org/cv11/Help/selectreportlibrary.html
4) Shutdown and Restart the web host service





Changed at

Size
2015-04-28 15:05:55
62.37 KB
Set Time Zones for Debtor, Cosigner and Phone Records

This package contains 3 reports and 3 control files that North American CV11 users can use to automatically set the time zones for each of their debtors, cosigners and phone records. Please refer to the enclosed Readme for setup and implementation.
*** NOTE: This widget is for CV11.5.1.1 and newer.***





Changed at

Size
2013-02-22 00:04:37
8.17 KB
Group Payment Allocation

The Group Payment Allocation solution enables you to allocate portions of a payment to group members, oldest first. This package contains a report, contact plan and implementation steps. You input the payment amount and Group ID when the report runs. The report finds debtors in the group ordered by Charged Date, oldest first. Then it runs a plan to post a payment. Using the Debtor's Owing and the Payment Amount as guidelines, the To Us is filled. If there is payment money left over, the next oldest Debtor is processed. This continues until the payment funds are exhausted.

This solution may be modified to use other criteria.
*** NOTE: This widget works with CV11.5 Build 2 and newer.***





Changed at

Size
2012-11-22 23:48:30
2.6 KB
Post-Dated Checks

The Post-Dated Checks package contains reports, contact plans and setup tips for implementing an automated solution for managing promises to pay combined with pre-authorized account debits. A PDF tutorial is also included.





Changed at

Size
2012-11-22 23:55:09
227.43 KB
eBureau Attachments - Class and Type

The eBureau Service feature potentially creates several Attachments for different types of information returned to you. This package contains a dynamic control file and several pick lists to use for displaying the correct Class and Type for each eBureau Attachment. Instructions for implementation are included.





Changed at

Size
2012-11-22 23:55:45
6.8 KB
Dynamic Attachments

Collect!'s Attachment form can store any sort of information that you need, including files. To demonstrate the impressive flexibility of the Attachment form, this package contains a control file and several pick lists. A few simple setup steps enable you to begin to use the Attachment form to its fullest potential. A PDF tutorial is also included.





Changed at

Size
2012-11-22 23:56:05
294.31 KB
Set Time Zones DST North America

This package contains a report and a control file that North American CV11 users can use to set the time zones for each of their debtors automatically. This package takes into consideration Daylight Savings Time. Refer to the enclosed Readme for setup steps.
*** NOTE: This widget is for CV11.4.3.8 and newer.***





Changed at

Size
2012-11-22 23:56:25
6.03 KB
Set Time Zones USA Zip Codes

This utility will set the time zone based on the the USA Zip Code.
This code can be used independently, or with your existing time zone code. This code works best with the DST time zone utility found here:
Set Time Zones DST North America





Changed at

Size
2015-05-21 21:41:25
3.18 KB
Set Time Zones

This package contains a report and a control file that North American CV11 users can use to set the time zones for each of their debtors automatically. Please refer to the enclosed Readme for setup and implementation.





Changed at

Size
2013-02-22 00:03:24
4.42 KB
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