http://concollmanual.conceptsoftja.com/api.php?action=feedcontributions&feedformat=atom&user=Concolladmin 2026-04-13T08:14:40Z User contributions MediaWiki 1.30.0 http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=186 2023-07-04T16:55:46Z

<p>Concolladmin: /* Activity report */</p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> <br /> =Main=<br /> Here you will find reports that can run against all users and clients<br /> ===Confirmed Payment===<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document<br /> <br /> ===Inventory===<br /> Enter the user id to run the inventory for<br /> <br /> ===Promise ===<br /> <br /> <br /> =Collector=<br /> ===Activity report===<br /> This will show all the accounts that you have worked those assigned to you and not assigned to you and if you worked them more than once.<br /> <br /> The activity report status is the status of the account when the activity is recorded. For example if the status is PNL at the time the collector update the account then that activity have a status of PNL. if on the same day the account is worked again and the user change the status to NEW then the status is new. In the activity record that account will have two entered for that day with two different status PNL and NEW<br /> <br /> ===Worked today===<br /> Only accounts assigned to you will be counted and if an account is worked more than once it will be counted as one.<br /> <br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=185 2023-07-04T16:55:07Z

<p>Concolladmin: /* Activity report */</p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> <br /> =Main=<br /> Here you will find reports that can run against all users and clients<br /> ===Confirmed Payment===<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document<br /> <br /> ===Inventory===<br /> Enter the user id to run the inventory for<br /> <br /> ===Promise ===<br /> <br /> <br /> =Collector=<br /> ===Activity report===<br /> This will show all the accounts that you have worked those assigned to you and not assigned to you and if you worked them more than once<br /> The activity report status is the status of the account when the activity is recorded. For example if the status is PNL at the time the collector update the account then that activity have a status of PNL. if on the same day the account is worked again and the user change the status to NEW then the status is new. In the activity record that account will have two entered for that day with two different status PNL and NEW<br /> <br /> ===Worked today===<br /> Only accounts assigned to you will be counted and if an account is worked more than once it will be counted as one.<br /> <br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Import&diff=184 2023-07-04T16:09:23Z

<p>Concolladmin: /* Import Payments */</p> <hr /> <div>==Import Maps==<br /> Accounts can be imported into ConColl from a spreadsheet in a particular format. Enter the client number the default information for that client will be uploaded to be placed on each of the accounts.<br /> <br /> ==Advance Import==<br /> This is for importing information (the name of the sheet must be &quot;new accounts&quot;)<br /> The system will auto generate the account number based on the number placed in the client last account number. The program will also check if each column is in the right place. If there is no information for column that column must remain in its place.<br /> <br /> # suffix<br /> # Name<br /> # contact <br /> # Street number<br /> # Address<br /> # addr1<br /> # City<br /> # Parish (State)<br /> # Zip<br /> # Country<br /> # TRN<br /> # Date of birth<br /> # Home phone number<br /> # Cell number<br /> # Other number<br /> # email<br /> # POE (Place of employment)<br /> # POE number<br /> # Occupation<br /> # Monthly income<br /> # Marital status<br /> # Original account number<br /> # Misc_1<br /> # Client status<br /> # Branch<br /> # Transit_no<br /> # Date assigned&quot;<br /> # Principal<br /> # Client expense<br /> # Interest rate<br /> # Interest date<br /> # Interest os<br /> # Currency<br /> # Debt type <br /> # Note_1<br /> <br /> The cells 36 to 46 is added to notes, they will be combined<br /> <br /> ==Basic Import==<br /> Basic import (The name of the sheet must be &quot;data&quot;)<br /> <br /> # Name<br /> # Contact<br /> # Street number<br /> # Address<br /> # Address2<br /> # City<br /> # Parish<br /> # Country<br /> # TRN<br /> # Telephone<br /> # Principal<br /> # Currency<br /> # Interest rate<br /> # Interest date<br /> # Original account number<br /> # Client status<br /> # Misc_1<br /> # Transit number<br /> # Branch<br /> # Debt type<br /> # Date assigned<br /> # Note_1<br /> <br /> ==Import Relations==<br /> The name of the sheet must be 'Relations'<br /> # acct<br /> # f_name<br /> # l_name<br /> # fullname<br /> # street_number<br /> # address<br /> # city<br /> # parish<br /> # country<br /> # home number<br /> # mobile<br /> # poe<br /> # poe number<br /> # Occupation<br /> # trn<br /> # relation<br /> # obligation<br /> <br /> ==Research==<br /> When this box is checked the system will check if the same name,phone number and similar last name is already in the system and compile a list if found.<br /> <br /> ==Auto Mapping==<br /> If this is checked the system will try to group accounts that are the same person<br /> <br /> ==Delete Import==<br /> [[File:Delete import.jpg|300|thumb|right|Letter templates]]<br /> If something goes wrong with an import it can be deleted by clicking the '''''Delete import''''' button then enter the import id in the dialog box. You can then correct the format or data and import again.<br /> <br /> ==Import Payments==<br /> To import payments on the menu, click tools, import then import payments. If the account number from the client is to be used, then choose '''''Original account number''''' from the drop down box. The name of the sheet must be '''''data'''''<br /> <br /> This is the format of the spreadsheet or CSV file.<br /> # Account number<br /> # Amount<br /> # Payment Date<br /> # Posted Date<br /> # Payment type<br /> # Comment<br /> # Receipt number<br /> <br /> Imported payments can be deleted, by using the payment import id. Click on the button '''''Delete imported Payments''''', then enter the import id.<br /> <br /> If there is no date for posted date then the date at the time of import will be used.<br /> <br /> If the payment date has no date, then the payment will be imported without a date<br /> <br /> ==Import Updates==<br /> This is used to update information in the system. Click tools,import then import update. First enter the client number this will load any default information that might be needed, click on the drop down box labeled using and select the account number to be used to update the accounts (original or own), next click get file and navigate to where the spreadsheet is and open it.<br /> <br /> ====Main Data====<br /> [[File:Import update main data.jpg|300|thumb|right|Main Data]]<br /> Click on the tab main data then choose the fields you want to update. <br /> <br /> The first column in the spreadsheet should be the account number and the layout of the other column should match your selection<br /> # Account number<br /> # Selection 1<br /> # Selection 2<br /> <br /> <br /> If you only want to update a single field, then check the box &quot;Update single field&quot;. after selecting the fields you want to update, click the update button.<br /> <br /> ====Relations====<br /> [[File:Import update relations.jpg|300|thumb|right|Relations]]<br /> Click on the relations tab and select the field you want to update, Then click update button.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=183 2023-05-28T22:42:59Z

<p>Concolladmin: </p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> <br /> =Main=<br /> Here you will find reports that can run against all users and clients<br /> ===Confirmed Payment===<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document<br /> <br /> ===Inventory===<br /> Enter the user id to run the inventory for<br /> <br /> ===Promise ===<br /> <br /> <br /> =Collector=<br /> ===Activity report===<br /> This will show all the accounts that you have worked those assigned to you and not assigned to you and if you worked them more than once <br /> <br /> ===Worked today===<br /> Only accounts assigned to you will be counted and if an account is worked more than once it will be counted as one.<br /> <br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=182 2023-05-28T22:39:51Z

<p>Concolladmin: </p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.<br /> <br /> =Main=<br /> Here you will find reports that can run against all users and clients<br /> ===Confirmed Payment===<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document<br /> <br /> ===Inventory===<br /> Enter the user id to run the inventory for<br /> <br /> ===Promise ===<br /> <br /> <br /> =Collector=<br /> ===Activity report===<br /> This will show all the accounts that you have worked those assigned to you and not assigned to you and if you worked them more than once <br /> <br /> ===Worked today===<br /> Only accounts assigned to you will be counted and if an account is worked more than once it will be counted as one.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=181 2023-04-19T12:43:55Z

<p>Concolladmin: /* Main */</p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.<br /> <br /> =Main=<br /> Here you will find reports that can run against all users and clients<br /> ===Confirmed Payment===<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document<br /> <br /> ===Inventory===<br /> Enter the user id to run the inventory for<br /> <br /> ===Promise ===</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=180 2023-04-19T12:41:53Z

<p>Concolladmin: /* Main */</p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.<br /> <br /> =Main=<br /> Here you will find reports that can run against all users and clients<br /> ===Confirmed Payment===<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=179 2023-04-19T12:39:42Z

<p>Concolladmin: /* Confirmed Payment */</p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.<br /> <br /> =Main=<br /> <br /> ===Confirmed Payment===<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Report&diff=178 2023-04-19T12:39:18Z

<p>Concolladmin: /* Custom Report */</p> <hr /> <div>Generate reports<br /> [[File:Report.jpg|300px|thumb|right]]<br /> Some of the report available includes<br /> *Inventory<br /> *Activity <br /> *Promise<br /> *Notes (by date)<br /> *Status<br /> *Confirmed payment<br /> <br /> =Custom Report=<br /> When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.<br /> <br /> =Main=<br /> <br /> ==Confirmed Payment==<br /> This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Import&diff=177 2023-04-19T06:59:41Z

<p>Concolladmin: /* Advance Import */</p> <hr /> <div>==Import Maps==<br /> Accounts can be imported into ConColl from a spreadsheet in a particular format. Enter the client number the default information for that client will be uploaded to be placed on each of the accounts.<br /> <br /> ==Advance Import==<br /> This is for importing information (the name of the sheet must be &quot;new accounts&quot;)<br /> The system will auto generate the account number based on the number placed in the client last account number. The program will also check if each column is in the right place. If there is no information for column that column must remain in its place.<br /> <br /> # suffix<br /> # Name<br /> # contact <br /> # Street number<br /> # Address<br /> # addr1<br /> # City<br /> # Parish (State)<br /> # Zip<br /> # Country<br /> # TRN<br /> # Date of birth<br /> # Home phone number<br /> # Cell number<br /> # Other number<br /> # email<br /> # POE (Place of employment)<br /> # POE number<br /> # Occupation<br /> # Monthly income<br /> # Marital status<br /> # Original account number<br /> # Misc_1<br /> # Client status<br /> # Branch<br /> # Transit_no<br /> # Date assigned&quot;<br /> # Principal<br /> # Client expense<br /> # Interest rate<br /> # Interest date<br /> # Interest os<br /> # Currency<br /> # Debt type <br /> # Note_1<br /> <br /> The cells 36 to 46 is added to notes, they will be combined<br /> <br /> ==Basic Import==<br /> Basic import (The name of the sheet must be &quot;data&quot;)<br /> <br /> # Name<br /> # Contact<br /> # Street number<br /> # Address<br /> # Address2<br /> # City<br /> # Parish<br /> # Country<br /> # TRN<br /> # Telephone<br /> # Principal<br /> # Currency<br /> # Interest rate<br /> # Interest date<br /> # Original account number<br /> # Client status<br /> # Misc_1<br /> # Transit number<br /> # Branch<br /> # Debt type<br /> # Date assigned<br /> # Note_1<br /> <br /> ==Import Relations==<br /> The name of the sheet must be 'Relations'<br /> # acct<br /> # f_name<br /> # l_name<br /> # fullname<br /> # street_number<br /> # address<br /> # city<br /> # parish<br /> # country<br /> # home number<br /> # mobile<br /> # poe<br /> # poe number<br /> # Occupation<br /> # trn<br /> # relation<br /> # obligation<br /> <br /> ==Research==<br /> When this box is checked the system will check if the same name,phone number and similar last name is already in the system and compile a list if found.<br /> <br /> ==Auto Mapping==<br /> If this is checked the system will try to group accounts that are the same person<br /> <br /> ==Delete Import==<br /> [[File:Delete import.jpg|300|thumb|right|Letter templates]]<br /> If something goes wrong with an import it can be deleted by clicking the '''''Delete import''''' button then enter the import id in the dialog box. You can then correct the format or data and import again.<br /> <br /> ==Import Payments==<br /> To import payments on the menu, click tools, import then import payments. If the account number from the client is to be used, then choose '''''Original account number''''' from the drop down box. The name of the sheet must be '''''data'''''<br /> <br /> This is the format of the spreadsheet or CSV file.<br /> # Account number<br /> # Amount<br /> # Payment Date<br /> # Posted Date<br /> # Payment type<br /> # Comment<br /> <br /> Imported payments can be deleted, by using the payment import id. Click on the button '''''Delete imported Payments''''', then enter the import id.<br /> <br /> If there is no date for posted date then the date at the time of import will be used.<br /> <br /> If the payment date has no date, then the payment will be imported without a date<br /> <br /> ==Import Updates==<br /> This is used to update information in the system. Click tools,import then import update. First enter the client number this will load any default information that might be needed, click on the drop down box labeled using and select the account number to be used to update the accounts (original or own), next click get file and navigate to where the spreadsheet is and open it.<br /> <br /> ====Main Data====<br /> [[File:Import update main data.jpg|300|thumb|right|Main Data]]<br /> Click on the tab main data then choose the fields you want to update. <br /> <br /> The first column in the spreadsheet should be the account number and the layout of the other column should match your selection<br /> # Account number<br /> # Selection 1<br /> # Selection 2<br /> <br /> <br /> If you only want to update a single field, then check the box &quot;Update single field&quot;. after selecting the fields you want to update, click the update button.<br /> <br /> ====Relations====<br /> [[File:Import update relations.jpg|300|thumb|right|Relations]]<br /> Click on the relations tab and select the field you want to update, Then click update button.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Import&diff=176 2023-04-19T06:59:16Z

<p>Concolladmin: /* Import Relations */</p> <hr /> <div>==Import Maps==<br /> Accounts can be imported into ConColl from a spreadsheet in a particular format. Enter the client number the default information for that client will be uploaded to be placed on each of the accounts.<br /> <br /> ==Advance Import==<br /> This is for importing information (the name of the sheet must be &quot;new accounts&quot;)<br /> The system will auto generate the account number based on the number placed in the client last account number. The program will also check if each column is in the right place. If there is no information for column that column must remain in its place.<br /> <br /> # suffix<br /> # Name<br /> # contact <br /> # Street number<br /> # Address<br /> # addr1<br /> # City<br /> # Parish (State)<br /> # Zip<br /> # Country<br /> # TRN<br /> # Date of birth<br /> # Home phone number<br /> # Cell number<br /> # Other number<br /> # email<br /> # POE (Place of employment)<br /> # POE number<br /> # Occupation<br /> # Monthly income<br /> # Marital status<br /> # Original account number<br /> # Misc_1<br /> # Client status<br /> # Branch<br /> # Transit_no<br /> # Date assigned&quot;<br /> # Principal<br /> # Client expense<br /> # Interest rate<br /> # Interest date<br /> # Interest os<br /> # Currency<br /> # Debt type <br /> # Notes_1<br /> <br /> The cells 36 to 46 is added to notes, they will be combined<br /> <br /> ==Basic Import==<br /> Basic import (The name of the sheet must be &quot;data&quot;)<br /> <br /> # Name<br /> # Contact<br /> # Street number<br /> # Address<br /> # Address2<br /> # City<br /> # Parish<br /> # Country<br /> # TRN<br /> # Telephone<br /> # Principal<br /> # Currency<br /> # Interest rate<br /> # Interest date<br /> # Original account number<br /> # Client status<br /> # Misc_1<br /> # Transit number<br /> # Branch<br /> # Debt type<br /> # Date assigned<br /> # Note_1<br /> <br /> ==Import Relations==<br /> The name of the sheet must be 'Relations'<br /> # acct<br /> # f_name<br /> # l_name<br /> # fullname<br /> # street_number<br /> # address<br /> # city<br /> # parish<br /> # country<br /> # home number<br /> # mobile<br /> # poe<br /> # poe number<br /> # Occupation<br /> # trn<br /> # relation<br /> # obligation<br /> <br /> ==Research==<br /> When this box is checked the system will check if the same name,phone number and similar last name is already in the system and compile a list if found.<br /> <br /> ==Auto Mapping==<br /> If this is checked the system will try to group accounts that are the same person<br /> <br /> ==Delete Import==<br /> [[File:Delete import.jpg|300|thumb|right|Letter templates]]<br /> If something goes wrong with an import it can be deleted by clicking the '''''Delete import''''' button then enter the import id in the dialog box. You can then correct the format or data and import again.<br /> <br /> ==Import Payments==<br /> To import payments on the menu, click tools, import then import payments. If the account number from the client is to be used, then choose '''''Original account number''''' from the drop down box. The name of the sheet must be '''''data'''''<br /> <br /> This is the format of the spreadsheet or CSV file.<br /> # Account number<br /> # Amount<br /> # Payment Date<br /> # Posted Date<br /> # Payment type<br /> # Comment<br /> <br /> Imported payments can be deleted, by using the payment import id. Click on the button '''''Delete imported Payments''''', then enter the import id.<br /> <br /> If there is no date for posted date then the date at the time of import will be used.<br /> <br /> If the payment date has no date, then the payment will be imported without a date<br /> <br /> ==Import Updates==<br /> This is used to update information in the system. Click tools,import then import update. First enter the client number this will load any default information that might be needed, click on the drop down box labeled using and select the account number to be used to update the accounts (original or own), next click get file and navigate to where the spreadsheet is and open it.<br /> <br /> ====Main Data====<br /> [[File:Import update main data.jpg|300|thumb|right|Main Data]]<br /> Click on the tab main data then choose the fields you want to update. <br /> <br /> The first column in the spreadsheet should be the account number and the layout of the other column should match your selection<br /> # Account number<br /> # Selection 1<br /> # Selection 2<br /> <br /> <br /> If you only want to update a single field, then check the box &quot;Update single field&quot;. after selecting the fields you want to update, click the update button.<br /> <br /> ====Relations====<br /> [[File:Import update relations.jpg|300|thumb|right|Relations]]<br /> Click on the relations tab and select the field you want to update, Then click update button.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Import&diff=175 2023-04-04T12:50:13Z

<p>Concolladmin: /* Main Data */</p> <hr /> <div>==Import Maps==<br /> Accounts can be imported into ConColl from a spreadsheet in a particular format. Enter the client number the default information for that client will be uploaded to be placed on each of the accounts.<br /> <br /> ==Advance Import==<br /> This is for importing information (the name of the sheet must be &quot;new accounts&quot;)<br /> The system will auto generate the account number based on the number placed in the client last account number. The program will also check if each column is in the right place. If there is no information for column that column must remain in its place.<br /> <br /> # suffix<br /> # Name<br /> # contact <br /> # Street number<br /> # Address<br /> # addr1<br /> # City<br /> # Parish (State)<br /> # Zip<br /> # Country<br /> # TRN<br /> # Date of birth<br /> # Home phone number<br /> # Cell number<br /> # Other number<br /> # email<br /> # POE (Place of employment)<br /> # POE number<br /> # Occupation<br /> # Monthly income<br /> # Marital status<br /> # Original account number<br /> # Misc_1<br /> # Client status<br /> # Branch<br /> # Transit_no<br /> # Date assigned&quot;<br /> # Principal<br /> # Client expense<br /> # Interest rate<br /> # Interest date<br /> # Interest os<br /> # Currency<br /> # Debt type <br /> # Notes_1<br /> <br /> The cells 36 to 46 is added to notes, they will be combined<br /> <br /> ==Basic Import==<br /> Basic import (The name of the sheet must be &quot;data&quot;)<br /> <br /> # Name<br /> # Contact<br /> # Street number<br /> # Address<br /> # Address2<br /> # City<br /> # Parish<br /> # Country<br /> # TRN<br /> # Telephone<br /> # Principal<br /> # Currency<br /> # Interest rate<br /> # Interest date<br /> # Original account number<br /> # Client status<br /> # Misc_1<br /> # Transit number<br /> # Branch<br /> # Debt type<br /> # Date assigned<br /> # Note_1<br /> <br /> ==Import Relations==<br /> # acct<br /> # f_name<br /> # l_name<br /> # fullname<br /> # street_number<br /> # address<br /> # city<br /> # parish<br /> # country<br /> # home number<br /> # mobile<br /> # poe<br /> # poe number<br /> # Occupation<br /> # trn<br /> # relation<br /> # obligation<br /> <br /> ==Research==<br /> When this box is checked the system will check if the same name,phone number and similar last name is already in the system and compile a list if found.<br /> <br /> ==Auto Mapping==<br /> If this is checked the system will try to group accounts that are the same person<br /> <br /> ==Delete Import==<br /> [[File:Delete import.jpg|300|thumb|right|Letter templates]]<br /> If something goes wrong with an import it can be deleted by clicking the '''''Delete import''''' button then enter the import id in the dialog box. You can then correct the format or data and import again.<br /> <br /> ==Import Payments==<br /> To import payments on the menu, click tools, import then import payments. If the account number from the client is to be used, then choose '''''Original account number''''' from the drop down box. The name of the sheet must be '''''data'''''<br /> <br /> This is the format of the spreadsheet or CSV file.<br /> # Account number<br /> # Amount<br /> # Payment Date<br /> # Posted Date<br /> # Payment type<br /> # Comment<br /> <br /> Imported payments can be deleted, by using the payment import id. Click on the button '''''Delete imported Payments''''', then enter the import id.<br /> <br /> If there is no date for posted date then the date at the time of import will be used.<br /> <br /> If the payment date has no date, then the payment will be imported without a date<br /> <br /> ==Import Updates==<br /> This is used to update information in the system. Click tools,import then import update. First enter the client number this will load any default information that might be needed, click on the drop down box labeled using and select the account number to be used to update the accounts (original or own), next click get file and navigate to where the spreadsheet is and open it.<br /> <br /> ====Main Data====<br /> [[File:Import update main data.jpg|300|thumb|right|Main Data]]<br /> Click on the tab main data then choose the fields you want to update. <br /> <br /> The first column in the spreadsheet should be the account number and the layout of the other column should match your selection<br /> # Account number<br /> # Selection 1<br /> # Selection 2<br /> <br /> <br /> If you only want to update a single field, then check the box &quot;Update single field&quot;. after selecting the fields you want to update, click the update button.<br /> <br /> ====Relations====<br /> [[File:Import update relations.jpg|300|thumb|right|Relations]]<br /> Click on the relations tab and select the field you want to update, Then click update button.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Import&diff=174 2023-04-04T12:33:24Z

<p>Concolladmin: /* Import Payments */</p> <hr /> <div>==Import Maps==<br /> Accounts can be imported into ConColl from a spreadsheet in a particular format. Enter the client number the default information for that client will be uploaded to be placed on each of the accounts.<br /> <br /> ==Advance Import==<br /> This is for importing information (the name of the sheet must be &quot;new accounts&quot;)<br /> The system will auto generate the account number based on the number placed in the client last account number. The program will also check if each column is in the right place. If there is no information for column that column must remain in its place.<br /> <br /> # suffix<br /> # Name<br /> # contact <br /> # Street number<br /> # Address<br /> # addr1<br /> # City<br /> # Parish (State)<br /> # Zip<br /> # Country<br /> # TRN<br /> # Date of birth<br /> # Home phone number<br /> # Cell number<br /> # Other number<br /> # email<br /> # POE (Place of employment)<br /> # POE number<br /> # Occupation<br /> # Monthly income<br /> # Marital status<br /> # Original account number<br /> # Misc_1<br /> # Client status<br /> # Branch<br /> # Transit_no<br /> # Date assigned&quot;<br /> # Principal<br /> # Client expense<br /> # Interest rate<br /> # Interest date<br /> # Interest os<br /> # Currency<br /> # Debt type <br /> # Notes_1<br /> <br /> The cells 36 to 46 is added to notes, they will be combined<br /> <br /> ==Basic Import==<br /> Basic import (The name of the sheet must be &quot;data&quot;)<br /> <br /> # Name<br /> # Contact<br /> # Street number<br /> # Address<br /> # Address2<br /> # City<br /> # Parish<br /> # Country<br /> # TRN<br /> # Telephone<br /> # Principal<br /> # Currency<br /> # Interest rate<br /> # Interest date<br /> # Original account number<br /> # Client status<br /> # Misc_1<br /> # Transit number<br /> # Branch<br /> # Debt type<br /> # Date assigned<br /> # Note_1<br /> <br /> ==Import Relations==<br /> # acct<br /> # f_name<br /> # l_name<br /> # fullname<br /> # street_number<br /> # address<br /> # city<br /> # parish<br /> # country<br /> # home number<br /> # mobile<br /> # poe<br /> # poe number<br /> # Occupation<br /> # trn<br /> # relation<br /> # obligation<br /> <br /> ==Research==<br /> When this box is checked the system will check if the same name,phone number and similar last name is already in the system and compile a list if found.<br /> <br /> ==Auto Mapping==<br /> If this is checked the system will try to group accounts that are the same person<br /> <br /> ==Delete Import==<br /> [[File:Delete import.jpg|300|thumb|right|Letter templates]]<br /> If something goes wrong with an import it can be deleted by clicking the '''''Delete import''''' button then enter the import id in the dialog box. You can then correct the format or data and import again.<br /> <br /> ==Import Payments==<br /> To import payments on the menu, click tools, import then import payments. If the account number from the client is to be used, then choose '''''Original account number''''' from the drop down box. The name of the sheet must be '''''data'''''<br /> <br /> This is the format of the spreadsheet or CSV file.<br /> # Account number<br /> # Amount<br /> # Payment Date<br /> # Posted Date<br /> # Payment type<br /> # Comment<br /> <br /> Imported payments can be deleted, by using the payment import id. Click on the button '''''Delete imported Payments''''', then enter the import id.<br /> <br /> If there is no date for posted date then the date at the time of import will be used.<br /> <br /> If the payment date has no date, then the payment will be imported without a date<br /> <br /> ==Import Updates==<br /> This is used to update information in the system. Click tools,import then import update. First enter the client number this will load any default information that might be needed, click on the drop down box labeled using and select the account number to be used to update the accounts (original or own), next click get file and navigate to where the spreadsheet is and open it.<br /> <br /> ====Main Data====<br /> [[File:Import update main data.jpg|300|thumb|right|Main Data]]<br /> Click on the tab main data then choose the fields you want to update. If you only want to update a single field, then check the box &quot;Update single field&quot;. after selecting the fields you want to update, click the update button.<br /> <br /> ====Relations====<br /> [[File:Import update relations.jpg|300|thumb|right|Relations]]<br /> Click on the relations tab and select the field you want to update, Then click update button.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Import&diff=173 2023-04-04T12:31:45Z

<p>Concolladmin: /* Import Payments */</p> <hr /> <div>==Import Maps==<br /> Accounts can be imported into ConColl from a spreadsheet in a particular format. Enter the client number the default information for that client will be uploaded to be placed on each of the accounts.<br /> <br /> ==Advance Import==<br /> This is for importing information (the name of the sheet must be &quot;new accounts&quot;)<br /> The system will auto generate the account number based on the number placed in the client last account number. The program will also check if each column is in the right place. If there is no information for column that column must remain in its place.<br /> <br /> # suffix<br /> # Name<br /> # contact <br /> # Street number<br /> # Address<br /> # addr1<br /> # City<br /> # Parish (State)<br /> # Zip<br /> # Country<br /> # TRN<br /> # Date of birth<br /> # Home phone number<br /> # Cell number<br /> # Other number<br /> # email<br /> # POE (Place of employment)<br /> # POE number<br /> # Occupation<br /> # Monthly income<br /> # Marital status<br /> # Original account number<br /> # Misc_1<br /> # Client status<br /> # Branch<br /> # Transit_no<br /> # Date assigned&quot;<br /> # Principal<br /> # Client expense<br /> # Interest rate<br /> # Interest date<br /> # Interest os<br /> # Currency<br /> # Debt type <br /> # Notes_1<br /> <br /> The cells 36 to 46 is added to notes, they will be combined<br /> <br /> ==Basic Import==<br /> Basic import (The name of the sheet must be &quot;data&quot;)<br /> <br /> # Name<br /> # Contact<br /> # Street number<br /> # Address<br /> # Address2<br /> # City<br /> # Parish<br /> # Country<br /> # TRN<br /> # Telephone<br /> # Principal<br /> # Currency<br /> # Interest rate<br /> # Interest date<br /> # Original account number<br /> # Client status<br /> # Misc_1<br /> # Transit number<br /> # Branch<br /> # Debt type<br /> # Date assigned<br /> # Note_1<br /> <br /> ==Import Relations==<br /> # acct<br /> # f_name<br /> # l_name<br /> # fullname<br /> # street_number<br /> # address<br /> # city<br /> # parish<br /> # country<br /> # home number<br /> # mobile<br /> # poe<br /> # poe number<br /> # Occupation<br /> # trn<br /> # relation<br /> # obligation<br /> <br /> ==Research==<br /> When this box is checked the system will check if the same name,phone number and similar last name is already in the system and compile a list if found.<br /> <br /> ==Auto Mapping==<br /> If this is checked the system will try to group accounts that are the same person<br /> <br /> ==Delete Import==<br /> [[File:Delete import.jpg|300|thumb|right|Letter templates]]<br /> If something goes wrong with an import it can be deleted by clicking the '''''Delete import''''' button then enter the import id in the dialog box. You can then correct the format or data and import again.<br /> <br /> ==Import Payments==<br /> To import payments on the menu, click tools, import then import payments. If the account number from the client is to be used, then choose '''''Original account number''''' from the drop down box. The name of the sheet must be '''''data'''''<br /> <br /> This is the format of the spreadsheet or CSV file.<br /> # Account number<br /> # Amount<br /> # Payment Date<br /> # Posted Date<br /> # Payment type<br /> # Comment<br /> <br /> Imported payments can be deleted, by using the payment import id. Click on the button '''''Delete imported Payments''''', then enter the import id.<br /> If there is no date for posted date then the date at the time of import will be used.<br /> If the payment date has no date, then the date entry will be imported without a date<br /> <br /> ==Import Updates==<br /> This is used to update information in the system. Click tools,import then import update. First enter the client number this will load any default information that might be needed, click on the drop down box labeled using and select the account number to be used to update the accounts (original or own), next click get file and navigate to where the spreadsheet is and open it.<br /> <br /> ====Main Data====<br /> [[File:Import update main data.jpg|300|thumb|right|Main Data]]<br /> Click on the tab main data then choose the fields you want to update. If you only want to update a single field, then check the box &quot;Update single field&quot;. after selecting the fields you want to update, click the update button.<br /> <br /> ====Relations====<br /> [[File:Import update relations.jpg|300|thumb|right|Relations]]<br /> Click on the relations tab and select the field you want to update, Then click update button.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=172 2023-04-02T05:26:11Z

<p>Concolladmin: </p> <hr /> <div>[[File:Debtor Form.jpg|500px|right|Debtor Form]]<br /> ==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====SMS====<br /> Click on this button and a window to send SMS will show up. You can send messages immediately or schedule for a later date.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> <br /> ====Attachment====<br /> Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|right|400px|Attachments]].To add an attachment click get file a dialog window will open you navigate to the file, select it then click open. The file will then be attached to the account.<br /> <br /> <br /> <br /> .<br /> <br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> <br /> <br /> <br /> .<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Installing_ConColl&diff=171 2018-10-08T15:23:36Z

<p>Concolladmin: /* Setup */</p> <hr /> <div>Download ConColl on concept download page<br /> After downloading ConColl, double click concollsetup.exe (if you download the zip file extract it first)then follow the onscreen instructions<br /> ===Install===<br /> [[File:Setup1.png]]<br /> <br /> Click run<br /> <br /> [[File:Setup language.png]]<br /> <br /> Click OK<br /> <br /> [[File:Setup EULA.png]]<br /> <br /> In order to move to the next step you have to accept the agreement and click next<br /> <br /> [[File:Setup welcome.png]]<br /> <br /> click next<br /> <br /> [[File:Setup startmenu.png]]<br /> <br /> click next<br /> <br /> [[File:Setup location.png]]<br /> <br /> click next<br /> <br /> [[File:Setup readyto install.png]]<br /> <br /> Click install<br /> <br /> ===Install database software===<br /> ConColl use MySql or MariaDB as its database software both can be downloaded from there respective sites. If there is an existing instalation on the same computer or on the network it can be used.<br /> To setup Mariadb here [https://mariadb.com/kb/en/library/installing-mariadb-msi-packages-on-windows/ Mariadb guide] is a tutorial on how to do that<br /> <br /> ===Setup===<br /> In ConColl on the menu click help then setup <br /> Enter the database server address, username and password. Click on test connection to see if information is correct.<br /> <br /> <br /> [[File:Dbsetup server information win7 b.png]]<br /> <br /> Click on setup to begin. <br /> <br /> The following warning will be shown<br /> [[File:Dbsetup worning.png]]<br /> <br /> This will create the database and master user user 100 with password 123456</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Installing_ConColl&diff=170 2018-10-08T15:22:54Z

<p>Concolladmin: /* Setup */</p> <hr /> <div>Download ConColl on concept download page<br /> After downloading ConColl, double click concollsetup.exe (if you download the zip file extract it first)then follow the onscreen instructions<br /> ===Install===<br /> [[File:Setup1.png]]<br /> <br /> Click run<br /> <br /> [[File:Setup language.png]]<br /> <br /> Click OK<br /> <br /> [[File:Setup EULA.png]]<br /> <br /> In order to move to the next step you have to accept the agreement and click next<br /> <br /> [[File:Setup welcome.png]]<br /> <br /> click next<br /> <br /> [[File:Setup startmenu.png]]<br /> <br /> click next<br /> <br /> [[File:Setup location.png]]<br /> <br /> click next<br /> <br /> [[File:Setup readyto install.png]]<br /> <br /> Click install<br /> <br /> ===Install database software===<br /> ConColl use MySql or MariaDB as its database software both can be downloaded from there respective sites. If there is an existing instalation on the same computer or on the network it can be used.<br /> To setup Mariadb here [https://mariadb.com/kb/en/library/installing-mariadb-msi-packages-on-windows/ Mariadb guide] is a tutorial on how to do that<br /> <br /> ===Setup===<br /> In ConColl on the menu click help then setup <br /> Enter the database server address, username and password. Click on test connection to see if information is correct.<br /> <br /> <br /> [[File:Dbsetup server information win7 b.png]]<br /> <br /> Click on setup to begin. <br /> The following warning will be shown<br /> [[File:Dbsetup worning.png]]<br /> <br /> This will create the database and master user user 100 with password 123456</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Installing_ConColl&diff=169 2018-10-08T15:20:04Z

<p>Concolladmin: /* Setup */</p> <hr /> <div>Download ConColl on concept download page<br /> After downloading ConColl, double click concollsetup.exe (if you download the zip file extract it first)then follow the onscreen instructions<br /> ===Install===<br /> [[File:Setup1.png]]<br /> <br /> Click run<br /> <br /> [[File:Setup language.png]]<br /> <br /> Click OK<br /> <br /> [[File:Setup EULA.png]]<br /> <br /> In order to move to the next step you have to accept the agreement and click next<br /> <br /> [[File:Setup welcome.png]]<br /> <br /> click next<br /> <br /> [[File:Setup startmenu.png]]<br /> <br /> click next<br /> <br /> [[File:Setup location.png]]<br /> <br /> click next<br /> <br /> [[File:Setup readyto install.png]]<br /> <br /> Click install<br /> <br /> ===Install database software===<br /> ConColl use MySql or MariaDB as its database software both can be downloaded from there respective sites. If there is an existing instalation on the same computer or on the network it can be used.<br /> To setup Mariadb here [https://mariadb.com/kb/en/library/installing-mariadb-msi-packages-on-windows/ Mariadb guide] is a tutorial on how to do that<br /> <br /> ===Setup===<br /> In ConColl on the menu click help then setup <br /> Enter the database server address, username and password. Click on test connection to see if information is correct.<br /> Click on setup to begin. This will create the database and master user user 100 with password 123456<br /> <br /> [[File:Dbsetup server information win7 b.png]]<br /> <br /> [[File:Dbsetup worning.png]]</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Installing_ConColl&diff=168 2018-10-08T15:12:26Z

<p>Concolladmin: /* Setup */</p> <hr /> <div>Download ConColl on concept download page<br /> After downloading ConColl, double click concollsetup.exe (if you download the zip file extract it first)then follow the onscreen instructions<br /> ===Install===<br /> [[File:Setup1.png]]<br /> <br /> Click run<br /> <br /> [[File:Setup language.png]]<br /> <br /> Click OK<br /> <br /> [[File:Setup EULA.png]]<br /> <br /> In order to move to the next step you have to accept the agreement and click next<br /> <br /> [[File:Setup welcome.png]]<br /> <br /> click next<br /> <br /> [[File:Setup startmenu.png]]<br /> <br /> click next<br /> <br /> [[File:Setup location.png]]<br /> <br /> click next<br /> <br /> [[File:Setup readyto install.png]]<br /> <br /> Click install<br /> <br /> ===Install database software===<br /> ConColl use MySql or MariaDB as its database software both can be downloaded from there respective sites. If there is an existing instalation on the same computer or on the network it can be used.<br /> To setup Mariadb here [https://mariadb.com/kb/en/library/installing-mariadb-msi-packages-on-windows/ Mariadb guide] is a tutorial on how to do that<br /> <br /> ===Setup===<br /> In ConColl on the menu click help then setup <br /> <br /> [[File:Dbsetup server information win7 b.png]]<br /> <br /> [[File:Dbsetup worning.png]]</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Installing_ConColl&diff=167 2018-10-08T15:11:04Z

<p>Concolladmin: /* Setup */</p> <hr /> <div>Download ConColl on concept download page<br /> After downloading ConColl, double click concollsetup.exe (if you download the zip file extract it first)then follow the onscreen instructions<br /> ===Install===<br /> [[File:Setup1.png]]<br /> <br /> Click run<br /> <br /> [[File:Setup language.png]]<br /> <br /> Click OK<br /> <br /> [[File:Setup EULA.png]]<br /> <br /> In order to move to the next step you have to accept the agreement and click next<br /> <br /> [[File:Setup welcome.png]]<br /> <br /> click next<br /> <br /> [[File:Setup startmenu.png]]<br /> <br /> click next<br /> <br /> [[File:Setup location.png]]<br /> <br /> click next<br /> <br /> [[File:Setup readyto install.png]]<br /> <br /> Click install<br /> <br /> ===Install database software===<br /> ConColl use MySql or MariaDB as its database software both can be downloaded from there respective sites. If there is an existing instalation on the same computer or on the network it can be used.<br /> To setup Mariadb here [https://mariadb.com/kb/en/library/installing-mariadb-msi-packages-on-windows/ Mariadb guide] is a tutorial on how to do that<br /> <br /> ===Setup===<br /> In ConColl on the menu click help then setup [[File:Dbsetup worning.png]]</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=File:Dbsetup_worning.png&diff=166 2018-10-08T15:10:02Z

<p>Concolladmin: </p> <hr /> <div></div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=File:Dbsetup_server_information_win7_b.png&diff=165 2018-10-08T15:09:24Z

<p>Concolladmin: </p> <hr /> <div></div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=File:Dbsetup_server_information_win7.png&diff=164 2018-10-08T15:08:42Z

<p>Concolladmin: </p> <hr /> <div></div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Installing_ConColl&diff=163 2018-10-08T13:19:51Z

<p>Concolladmin: </p> <hr /> <div>Download ConColl on concept download page<br /> After downloading ConColl, double click concollsetup.exe (if you download the zip file extract it first)then follow the onscreen instructions<br /> ===Install===<br /> [[File:Setup1.png]]<br /> <br /> Click run<br /> <br /> [[File:Setup language.png]]<br /> <br /> Click OK<br /> <br /> [[File:Setup EULA.png]]<br /> <br /> In order to move to the next step you have to accept the agreement and click next<br /> <br /> [[File:Setup welcome.png]]<br /> <br /> click next<br /> <br /> [[File:Setup startmenu.png]]<br /> <br /> click next<br /> <br /> [[File:Setup location.png]]<br /> <br /> click next<br /> <br /> [[File:Setup readyto install.png]]<br /> <br /> Click install<br /> <br /> ===Install database software===<br /> ConColl use MySql or MariaDB as its database software both can be downloaded from there respective sites. If there is an existing instalation on the same computer or on the network it can be used.<br /> To setup Mariadb here [https://mariadb.com/kb/en/library/installing-mariadb-msi-packages-on-windows/ Mariadb guide] is a tutorial on how to do that<br /> <br /> ===Setup===<br /> In ConColl on the menu click help then setup</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Installing_ConColl&diff=162 2018-10-08T13:15:27Z

<p>Concolladmin: /* Install database software */</p> <hr /> <div>Download ConColl on concept download page<br /> After downloading ConColl, double click concollsetup.exe (if you download the zip file extract it first)then follow the onscreen instructions<br /> =Install=<br /> [[File:Setup1.png]]<br /> <br /> Click run<br /> <br /> [[File:Setup language.png]]<br /> <br /> Click OK<br /> <br /> [[File:Setup EULA.png]]<br /> <br /> In order to move to the next step you have to accept the agreement and click next<br /> <br /> [[File:Setup welcome.png]]<br /> <br /> click next<br /> <br /> [[File:Setup startmenu.png]]<br /> <br /> click next<br /> <br /> [[File:Setup location.png]]<br /> <br /> click next<br /> <br /> [[File:Setup readyto install.png]]<br /> <br /> Click install<br /> <br /> =Install database software=<br /> ConColl use MySql or MariaDB as its database software both can be downloaded from there respective sites. If there is an existing instalation on the same computer or on the network it can be used.<br /> To setup Mariadb here [https://mariadb.com/kb/en/library/installing-mariadb-msi-packages-on-windows/ Mariadb guide] is a tutorial on how to do that<br /> <br /> =Setup=<br /> In ConColl on the menu click help then setup</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=161 2018-09-10T15:51:48Z

<p>Concolladmin: /* Group */</p> <hr /> <div>[[File:Debtor Form.jpg|500px|right|Debtor Form]]<br /> ==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> <br /> ====Attachment====<br /> Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|right|400px|Attachments]].To add an attachment click get file a dialog window will open you navigate to the file, select it then click open. The file will then be attached to the account.<br /> <br /> <br /> <br /> .<br /> <br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> <br /> <br /> <br /> .<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=160 2018-09-10T15:50:45Z

<p>Concolladmin: /* Attachment */</p> <hr /> <div>[[File:Debtor Form.jpg|500px|right|Debtor Form]]<br /> ==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> <br /> ====Attachment====<br /> Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|right|400px|Attachments]].To add an attachment click get file a dialog window will open you navigate to the file, select it then click open. The file will then be attached to the account.<br /> <br /> <br /> <br /> .<br /> <br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=159 2018-09-10T15:49:30Z

<p>Concolladmin: </p> <hr /> <div>[[File:Debtor Form.jpg|500px|right|Debtor Form]]<br /> ==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> <br /> ====Attachment====<br /> Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|right|400px|Attachments]].To add an attachment click get file a dialog window will open you navigate to the file, select it then click open. The file will then be attached to the account.<br /> <br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=SMS_Messages&diff=158 2018-09-10T15:47:07Z

<p>Concolladmin: </p> <hr /> <div><br /> [[File:Sms default.jpg|400px|right|SMS default window]]<br /> ===SMS Default Messages===<br /> <br /> These are messages that are pre written and would be available in the send SMS window. <br /> ====Create new default message====<br /> To create a new default click in the message box and start typing your message. After finish typing click on the save button.<br /> ====Edit default message====<br /> To edit a message, click on the message in the list that you wish to edit in will appears in the message box where you can make changes to it. When you are done click the edit button.<br /> ====Delete default message====<br /> To delete the message, click on the message you want from the list the click the delete button, answer the popup question to complete the action.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=SMS_Messages&diff=157 2018-09-10T15:46:15Z

<p>Concolladmin: /* SMS Default Messages */</p> <hr /> <div>===SMS Default Messages===<br /> [[File:Sms default.jpg|400px|right|SMS default window]]<br /> These are messages that are pre written and would be available in the send SMS window. <br /> ====Create new default message====<br /> To create a new default click in the message box and start typing your message. After finish typing click on the save button.<br /> ====Edit default message====<br /> To edit a message, click on the message in the list that you wish to edit in will appears in the message box where you can make changes to it. When you are done click the edit button.<br /> ====Delete default message====<br /> To delete the message, click on the message you want from the list the click the delete button, answer the popup question to complete the action.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=SMS_Messages&diff=156 2018-09-10T15:45:56Z

<p>Concolladmin: /* SMS Default Messages */</p> <hr /> <div>===SMS Default Messages===<br /> [[File:Sms default.jpg|1000px|right|SMS default window]]<br /> These are messages that are pre written and would be available in the send SMS window. <br /> ====Create new default message====<br /> To create a new default click in the message box and start typing your message. After finish typing click on the save button.<br /> ====Edit default message====<br /> To edit a message, click on the message in the list that you wish to edit in will appears in the message box where you can make changes to it. When you are done click the edit button.<br /> ====Delete default message====<br /> To delete the message, click on the message you want from the list the click the delete button, answer the popup question to complete the action.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=155 2018-09-10T15:44:22Z

<p>Concolladmin: /* Attachment */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> <br /> ====Attachment====<br /> Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|right|400px|Attachments]].To add an attachment click get file a dialog window will open you navigate to the file, select it then click open. The file will then be attached to the account.<br /> <br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=154 2018-09-10T15:41:24Z

<p>Concolladmin: /* Attachment */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> <br /> ====Attachment====<br /> Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|400px|right|Attachments]].To add an attachment click get file a dialog window will open you navigate to the file, select it then click open. The file will then be attached to the account.<br /> <br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=153 2018-09-10T15:38:05Z

<p>Concolladmin: /* DEBTOR FORM */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> <br /> ====Attachment====<br /> Here you can attach any document pertaining to the account[[File:Debtor form Attachment.jpg|400px|right|Attachments]]<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=152 2018-09-10T15:34:19Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=151 2018-09-10T15:34:03Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|200px|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=150 2018-09-10T15:33:30Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|200|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=149 2018-09-10T15:33:00Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg|400|right|Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=148 2018-09-10T15:31:22Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg:400:right:Group]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=147 2018-09-10T15:30:27Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg:400:left]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=146 2018-09-10T15:29:17Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg:left:400px]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Debtor_Form&diff=145 2018-09-10T15:27:50Z

<p>Concolladmin: /* Group */</p> <hr /> <div>==DEBTOR FORM==<br /> The DEBTOR FORM is where data on each account can be viewed.<br /> Account #<br /> Enter the account number to search for and press enter<br /> the information for the account will then be displayed in<br /> the form.<br /> ====Notes====<br /> Double click inside this box and a smaller box will<br /> appear for you to enter new notes for this account.<br /> ====Payment====<br /> This tab will display all the payments posted for this account. The payment form button will load the<br /> Payment form with payment history and ready to accept payment.<br /> ====Contact====<br /> This tab is for entering reminders and/or promises. Select one of the task on the reminder side (call, letter,<br /> fax, email, review) , type in the id code of the officer that will be carrying out the task, enter the date this<br /> should be done, add a comment if needed then click submit. When the date that was typed in arrives the<br /> person whose id is typed in the officer field will see this reminder.<br /> ====Promise====<br /> Use this section to enter promises that this debtor has made, enter the date of the promise, the amount<br /> promised and a comment if needed.<br /> Cosign/Reference Here hold information for the debtor's reference, next of kin and guarantor<br /> Other Information Additional information for the debtor. Original account number, original institution and<br /> bank branch.<br /> ====Group====<br /> This tab shows all the accounts that are grouped with this account. You can also edit the group, by adding [[File:Debtor form Group.jpg]]<br /> or removing a member. A group can also be created here by clicking on the create group button.<br /> <br /> ====Financial Information====<br /> To be able to edit the financial information double click on the owing field this will bring up the financial<br /> information for the account that you can edit if you are given the access.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=File:Debtor_form_Group.jpg&diff=144 2018-09-10T15:20:27Z

<p>Concolladmin: </p> <hr /> <div></div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=File:Debtor_form_Attachment.jpg&diff=143 2018-09-10T15:20:03Z

<p>Concolladmin: </p> <hr /> <div></div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=File:Debtor_Form.jpg&diff=142 2018-09-10T14:55:10Z

<p>Concolladmin: </p> <hr /> <div></div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Letter_Templates&diff=141 2018-05-11T15:51:47Z

<p>Concolladmin: /* Letter fields */</p> <hr /> <div>[[File:Letter template b.jpg|300|thumb|right|Letter templates]]<br /> Letters can be automatically generated in ConColl from templates uploaded to the system<br /> <br /> ==Letter fields==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! Fields<br /> ! codes<br /> |-<br /> | First name <br /> |d_firstname<br /> |-<br /> | Last name <br /> |d_lastname<br /> |-<br /> | Name <br /> |d_name<br /> |-<br /> | Contact <br /> |d_contact<br /> |-<br /> | Suffix <br /> |d_suffix<br /> |-<br /> | Street number <br /> |d_streetno<br /> |-<br /> | Address <br /> |d_address<br /> |-<br /> | Addtrss2 <br /> |d_address2<br /> |-<br /> | City <br /> |d_city<br /> |-<br /> | Parish <br /> |d_parish<br /> |-<br /> | Country <br /> |d_country<br /> |-<br /> | Client name <br /> |d_clientname<br /> |-<br /> | Original acct# <br /> |d_originalaccountnumber<br /> |-<br /> | Collector <br /> |d_collector<br /> |-<br /> | Collector name <br /> |d_collectorname<br /> |-<br /> | Collector phone <br /> |c_collectorphone<br /> |-<br /> | Collector email <br /> |c_collectoremail<br /> |-<br /> | Collector extension <br /> |c_collectorext<br /> |-<br /> | Collector suffix <br /> |c_collectorsuffix<br /> |-<br /> | Principal <br /> |d_principal<br /> |-<br /> | Principal bal. <br /> |d_principalBal<br /> |-<br /> | Owing <br /> |d_owing<br /> |-<br /> | Interest os <br /> |d_interestos<br /> |-<br /> | Currency <br /> |d_currency<br /> |-<br /> | Paid <br /> |d_paid<br /> |-<br /> | Debt type <br /> |d_debttype<br /> |-<br /> | Misc fee <br /> |d_miscfee<br /> |-<br /> | Collection fee <br /> |d_collectionfee<br /> |-<br /> | Collection manager <br /> |s_collectionmanager<br /> |-<br /> | Team leader <br /> |s_teamleader<br /> |-<br /> | Collection supervisor <br /> |s_collectionsupervisor<br /> |}<br /> <br /> ==Upload template==<br /> after you have created your template and saved it, click add template button and navigate to the folder to where the template is saved, select it then click open.<br /> Your template should show up in the list of template.<br /> <br /> ===Delete template===<br /> To delete a template select the letter template from the list then click delete template button. A message will ask you to verify the delete request.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Letter_Templates&diff=140 2018-05-11T15:51:00Z

<p>Concolladmin: /* Letter fields */</p> <hr /> <div>[[File:Letter template b.jpg|300|thumb|right|Letter templates]]<br /> Letters can be automatically generated in ConColl from templates uploaded to the system<br /> <br /> ==Letter fields==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! Fields<br /> ! codes<br /> |-<br /> | First name <br /> |d_firstname<br /> |-<br /> | Last name <br /> |d_lastname<br /> |-<br /> | Name <br /> |d_name<br /> |-<br /> | Contact <br /> |d_contact<br /> |-<br /> | Suffix <br /> |d_suffix<br /> |-<br /> | Street number <br /> |d_streetno<br /> |-<br /> | Address <br /> |d_address<br /> |-<br /> | Addtrss2 <br /> d_address2<br /> |-<br /> | City <br /> |d_city<br /> |-<br /> | Parish <br /> |d_parish<br /> |-<br /> | Country <br /> |d_country<br /> |-<br /> | Client name <br /> |d_clientname<br /> |-<br /> | Original acct# <br /> |d_originalaccountnumber<br /> |-<br /> | Collector <br /> |d_collector<br /> |-<br /> | Collector name <br /> |d_collectorname<br /> |-<br /> | Collector phone <br /> |c_collectorphone<br /> |-<br /> | Collector email <br /> |c_collectoremail<br /> |-<br /> | Collector extension <br /> |c_collectorext<br /> |-<br /> | Collector suffix <br /> |c_collectorsuffix<br /> |-<br /> | Principal <br /> |d_principal<br /> |-<br /> | Principal bal. <br /> |d_principalBal<br /> |-<br /> | Owing <br /> |d_owing<br /> |-<br /> | Interest os <br /> |d_interestos<br /> |-<br /> | Currency <br /> |d_currency<br /> |-<br /> | Paid <br /> |d_paid<br /> |-<br /> | Debt type <br /> |d_debttype<br /> |-<br /> | Misc fee <br /> |d_miscfee<br /> |-<br /> | Collection fee <br /> |d_collectionfee<br /> |-<br /> | Collection manager <br /> |s_collectionmanager<br /> |-<br /> | Team leader <br /> |s_teamleader<br /> |-<br /> | Collection supervisor <br /> |s_collectionsupervisor<br /> |}<br /> <br /> ==Upload template==<br /> after you have created your template and saved it, click add template button and navigate to the folder to where the template is saved, select it then click open.<br /> Your template should show up in the list of template.<br /> <br /> ===Delete template===<br /> To delete a template select the letter template from the list then click delete template button. A message will ask you to verify the delete request.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Letter_Templates&diff=139 2018-05-11T15:44:53Z

<p>Concolladmin: /* Letter fields */</p> <hr /> <div>[[File:Letter template b.jpg|300|thumb|right|Letter templates]]<br /> Letters can be automatically generated in ConColl from templates uploaded to the system<br /> <br /> ==Letter fields==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! Fields<br /> ! codes<br /> |-<br /> | First name <br /> |d_firstname<br /> |-<br /> | Last name <br /> |d_lastname<br /> |-<br /> | Name d_name<br /> | Contact d_contact<br /> | Suffix d_suffix<br /> | Street number d_streetno<br /> | Address d_address<br /> | Addtrss2 d_address2<br /> | City d_city<br /> | Parish d_parish<br /> | Country d_country<br /> | Client name d_clientname<br /> | Original acct# d_originalaccountnumber<br /> | Collector d_collector<br /> | Collector name d_collectorname<br /> | Collector phone c_collectorphone<br /> | Collector email c_collectoremail<br /> | Collector extension c_collectorext<br /> | Collector suffix c_collectorsuffix<br /> | Principal d_principal<br /> | Principal bal. d_principalBal<br /> | Owing d_owing<br /> | Interest os d_interestos<br /> | Currency d_currency<br /> | Paid d_paid<br /> | Debt type d_debttype<br /> | Misc fee d_miscfee<br /> | Collection fee d_collectionfee<br /> | Collection manager s_collectionmanager<br /> | Team leader s_teamleader<br /> | Collection supervisor s_collectionsupervisor<br /> |-<br /> | d_firstname<br /> | d_lastname<br /> | d_name<br /> | d_contact<br /> | d_suffix<br /> | d_streetno<br /> | d_address<br /> | d_address2<br /> | d_city<br /> | d_parish<br /> | d_country<br /> | d_clientname<br /> | d_originalaccountnumber<br /> | d_collector<br /> | d_collectorname<br /> | c_collectorphone<br /> | c_collectoremail<br /> | c_collectorext<br /> | c_collectorsuffix<br /> | d_principal<br /> | d_principalBal<br /> | d_owing<br /> | d_interestos<br /> | d_currency<br /> | d_paid<br /> | d_debttype<br /> | d_miscfee<br /> | d_collectionfee<br /> | s_collectionmanager<br /> | s_teamleader<br /> | s_collectionsupervisor<br /> |}<br /> <br /> ==Upload template==<br /> after you have created your template and saved it, click add template button and navigate to the folder to where the template is saved, select it then click open.<br /> Your template should show up in the list of template.<br /> <br /> ===Delete template===<br /> To delete a template select the letter template from the list then click delete template button. A message will ask you to verify the delete request.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Letter_Templates&diff=138 2018-05-11T15:39:44Z

<p>Concolladmin: /* Letter fields */</p> <hr /> <div>[[File:Letter template b.jpg|300|thumb|right|Letter templates]]<br /> Letters can be automatically generated in ConColl from templates uploaded to the system<br /> <br /> ==Letter fields==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! Fields<br /> ! codes<br /> |-<br /> | First name d_firstname<br /> | Last name d_lastname<br /> | Name d_name<br /> | Contact d_contact<br /> | Suffix d_suffix<br /> | Street number d_streetno<br /> | Address d_address<br /> | Addtrss2 d_address2<br /> | City d_city<br /> | Parish d_parish<br /> | Country d_country<br /> | Client name d_clientname<br /> | Original acct# d_originalaccountnumber<br /> | Collector d_collector<br /> | Collector name d_collectorname<br /> | Collector phone c_collectorphone<br /> | Collector email c_collectoremail<br /> | Collector extension c_collectorext<br /> | Collector suffix c_collectorsuffix<br /> | Principal d_principal<br /> | Principal bal. d_principalBal<br /> | Owing d_owing<br /> | Interest os d_interestos<br /> | Currency d_currency<br /> | Paid d_paid<br /> | Debt type d_debttype<br /> | Misc fee d_miscfee<br /> | Collection fee d_collectionfee<br /> | Collection manager s_collectionmanager<br /> | Team leader s_teamleader<br /> | Collection supervisor s_collectionsupervisor<br /> |-<br /> | d_firstname<br /> | d_lastname<br /> | d_name<br /> | d_contact<br /> | d_suffix<br /> | d_streetno<br /> | d_address<br /> | d_address2<br /> | d_city<br /> | d_parish<br /> | d_country<br /> | d_clientname<br /> | d_originalaccountnumber<br /> | d_collector<br /> | d_collectorname<br /> | c_collectorphone<br /> | c_collectoremail<br /> | c_collectorext<br /> | c_collectorsuffix<br /> | d_principal<br /> | d_principalBal<br /> | d_owing<br /> | d_interestos<br /> | d_currency<br /> | d_paid<br /> | d_debttype<br /> | d_miscfee<br /> | d_collectionfee<br /> | s_collectionmanager<br /> | s_teamleader<br /> | s_collectionsupervisor<br /> |}<br /> <br /> ==Upload template==<br /> after you have created your template and saved it, click add template button and navigate to the folder to where the template is saved, select it then click open.<br /> Your template should show up in the list of template.<br /> <br /> ===Delete template===<br /> To delete a template select the letter template from the list then click delete template button. A message will ask you to verify the delete request.</div>

Concolladmin http://concollmanual.conceptsoftja.com/index.php?title=Letter_Templates&diff=137 2018-05-11T15:36:09Z

<p>Concolladmin: /* Letter fields */</p> <hr /> <div>[[File:Letter template b.jpg|300|thumb|right|Letter templates]]<br /> Letters can be automatically generated in ConColl from templates uploaded to the system<br /> <br /> ==Letter fields==<br /> {| class=&quot;wikitable&quot;<br /> |-<br /> ! Fields<br /> ! codes<br /> |-<br /> | First name d_firstname<br /> | Last name d_lastname<br /> | Name d_name<br /> | Contact d_contact<br /> | Suffix d_suffix<br /> | Street number d_streetno<br /> | Address d_address<br /> | Addtrss2 d_address2<br /> | City d_city<br /> | Parish d_parish<br /> | Country d_country<br /> | Client name d_clientname<br /> | Original acct# d_originalaccountnumber<br /> | Collector d_collector<br /> | Collector name d_collectorname<br /> | Collector phone c_collectorphone<br /> | Collector email c_collectoremail<br /> | Collector extension c_collectorext<br /> | Collector suffix c_collectorsuffix<br /> | Principal d_principal<br /> | Principal bal. d_principalBal<br /> | Owing d_owing<br /> | Interest os d_interestos<br /> | Currency d_currency<br /> | Paid d_paid<br /> | Debt type d_debttype<br /> | Misc fee d_miscfee<br /> | Collection fee d_collectionfee<br /> | Collection manager s_collectionmanager<br /> | Team leader s_teamleader<br /> | Collection supervisor s_collectionsupervisor<br /> |}<br /> <br /> ==Upload template==<br /> after you have created your template and saved it, click add template button and navigate to the folder to where the template is saved, select it then click open.<br /> Your template should show up in the list of template.<br /> <br /> ===Delete template===<br /> To delete a template select the letter template from the list then click delete template button. A message will ask you to verify the delete request.</div>

Concolladmin