Tutorial

 

The purpose of this tutorial is to familiarize you with the basic functions of CollectMax. The following lessons are not intended to replace the detailed descriptions of the Help file. Please refer to the proper sections of the Help file for more in-depth descriptions.

Initial Setup

How to Add a New Client

How to Add a New Account

How to Add an Action Item

 Supervisors Initial Setup

How to Create a User Code

How to Set System Options

How to Setup System Security

How to Add a New Client

How to Mask Debtor Personal Identifying Information Fields

Working Accounts

How to Post a Debtor Payment

How to Post a Debtor Cost

How to Post a Non-Recoverable Cost

How to Adjust a Non-Recoverable Cost

How to Setup a Payment Plan

How to Create a User Variable

How to enter Court Filing Information

How to enter a Judgment

How to Write a Check

How to Write a Group Check

How to Print a Check

How to Handle Returned Checks

Remittance and Accounting

How to do a Remittance Process

How to Create an Invoice

Document and Label Setup

How to Create a Document in Word

How to Create a Document in Word Vista/2007

How to Create a Document in WordPerfect

How to Create a File Folder Label

How to Create a Word Mailing Label

How to Create a Word Perfect Mailing Label

Default Variables

Creating Formula Variables

Commonly Used Formula Variables

How to Use Masking in Variables