How to set up Collectors

Issue

Please explain how the collectors feature works in Collections Management.

Resolution

On version 6.0 service pack 3, the ability to track Collectors was added to Collections Management as part of integration with a product called eCollect from Professional Advantage. The Collector feature allows you to set up individuals in the system who can view Collections Information without having to be a Great Plains user. Collectors will have access to Collections Management and eCollect but not to other modules in Great Plains.

Steps to setup Collectors:

1. The instructions for installing Collections Management for the first time or upgrading your current Collections Management version to version 6.00g21 or 7.x require you to go to (Utilties | Sales | Install Collections) and select the options to Set All Users to Collectors. This process activates the collector feature in your system. You will need to do this for each company for which you wish to use the collector feature.

2. Go to Setup | Sales | Collectors. Enter default information for each user such as postition name, user defined information and phone numbers. This information can be printed on Collection letters.

Collector Access:

This field determines if the Collector will have access to Collections Management. If eCollect is installed there will also be a checkbox to assign access for the Collector in eCollect. The User ID field is used to select the Great Plains User ID if the User ID is different from the Collector ID. An example of this would be if Collectors are using phone names in eCollect.

3. The environment settings fields are used to determine which windows should appear automatically when the Collector launches Great Plains.

4. The Default Action Assigned to field determines if follow-up actions assigned to Collections Notes should appear in the Credit Managers or Collectors Task List.

5. Go to Setup | Sales | Collection Security. You may designate whether Collectors can edit or delete notes. These may be notes that any Collector has created. You can select ranges of customers for whom the Collector can view notes. If you do not enter a range, this means Collectors can edit notes for all Customers.

Additional Resources:

Collections Management reference manual.

This article was TechKnowledge Document ID: 29732