Opening The Debtor Screens

 

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: