The following is a list of the new features and feature enhancements in Version 6 of CollectMax. For Information on obtaining these features, please contact the Sales Department.
Enhanced Excel Export
The Payment History, Pending Checks and Check History Report have been updated to allow you to export directly to Excel.
Find By Enhancements:
This feature adds the preferred court file number to the find by screens allow you to scroll over to view the number to help narrow your selection to the proper account.
Mass Email Processing
This feature adds the ability to send a mass email to debtors that can include external document attachments from pre-set and stored email templates. Once the email has been sent a copy can be attached to the debtor's history. It also gives you an opt out option at the debtor level to remove debtors from receiving emails if so instructed.
MaxExtract
This feature adds the ability to extract more data, such as History Notes, Action Codes and Transactions, more efficiently than the Simple Data Extraction.
Invalidate Debtor Phone Numbers
This feature allow you to right click a phone number on the debtor's account and select to invalidate it and replace it with a selected valid number or to delete it completely.
Payment Plan Enhancements
The payment plans have been enhanced to automatically calculate an end date based on the payment amount and the balance due or settlement due on the account. The amortization report has been enhanced to allow you to select a report based on the Settlement Amount.
Real Time WorkLists
This feature will allow you to set your actions to automatically populate to the appropriate worklist. You can set the action to populate the worklist based on worklist definitions or a selected worklist each time the action is added to an account whether manually or by some automated process such as completion code. This removes or partially removes the need to regenerate your worklist regularly.
Visual Calendar Display
This feature allows you to view action items in a Calendar display not associated with MS Outlook. You will be able to select that actions you would like to view based on day, week or month. The actions can even be color-coded for easier viewing. The Calendar requires .NET Framework v3.5.
QuickBooks Cost Export
This feature allows you to export Cost or CEX pending check items in CollectMax to QuickBooks reducing the need for double entry. You can even choose to print the checks in CollectMax or Quickbooks.
Attach Images to Document
This feature will allow you to select images by type to include with a document. The image types will be set at the document property level and all images of the selected types will be included with the export. The image will print after the document has been printed.
Enhanced Client Level Security
This feature allows you to use the Find By Worklist and Action Item features. It limits those Find methods to only the accounts the user is allowed to access. If an action on their Worklist is on an account with a prohibited client, the account will not appear on the list.