From the
main window displayed upon opening CollectMax, click the button.
This will open the previous debtor account you were working on or take you to the Account Find screen. Once you have opened the account you would like to work on, the left panel of the Debtor Tab Screens contains buttons which allow you to perform the following functions:
Find Existing Accounts/Claims.
Scroll
forward or backward to next/previous account.
Adding
NewAccounts.
Delete an
existing account.
Post
Action Items to an account.
Add
an Account
Member.
Post
Litigation information to this account.
Generate
Documents.
Enter
User Fields.
Access
other Miscellaneous activities and
or functions.
Attach
a document Image.
View
Account Data from each Tab.
the account.
the account information.
When you have opened a debtor account, you will access information on the following tabs: