Collection-Master How To
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| wdt_ID | CATEGORY | HOW TO | DESCRIPTION | LEVEL | MASTERMIND SESSION |
|---|---|---|---|---|---|
| 145 | Licensing & User Management | Understand how the VLM works with vMedia, Collection-Master, and 3rd-party imaging by using various tools. | 201 | Licensing, VLM / vPortal & Collection-Master Video & Presentation | |
| 146 | Licensing & User Management | How to add or remove users and what to do in vStore, Collection-Master, and the Vertican License Manager (VLM). | 101 | ||
| 147 | General | Pending costs are useful if you don’t want to increase the consumer balance when costs are disbursed, but you expect to charge the consumer for these costs at a future date. | 401 | How to Implement Pending Costs in Collection-Master Video & Presentation | |
| 148 | General | How to Leverage the Dashboard | The Dashboard combines an intuitive mouse-driven interface with the advantages of using the keyboard. | 101 | |
| 149 | General | How to Set Up and Edit Report Templates | Explains the mechanics of editing a report and modifying it. | 401 | How to Set Up and Edit Report Templates in Collection-Master Video & Presentation |
| 150 | Compliance | How to Manage Consent | How to track and manage consent. | 201 | |
| 151 | Compliance | How to Prepare for an Audit with Your Client | Leverage technology to make preparing for an audit with your client easier! | 201 | How to Prepare for an Audit with Your Client Video & Presentation |
| 152 | EDI / CMvX | CM-EDI Record 830 to Import a WPScript for Debt Itemization | Provides a link to a text file that contains CM-EDI Record Type 830 to import and create a WPScript for debt itemization. | 101 | Handling Regulation F in Collection-Master Video & Presentation |
| 153 | EDI / CMvX | How to Create a CM EDI RT171 Using SQL Sync | How to create a query to be used with SQL Server Management Studio to find “Swap Interest Stamp 90.0900” on a specific date, and how to use the information stored in FInan to create a CM EDI Record 171. | 201 | CM-EDI Video & Presentation |
| 154 | EDI / CMvX | How to Troubleshoot vExchange / CMvX | How to use various tools to better understand how CMvX and vExchange work together. | 201 | How to Setup CMvX in Collection-Master Video & Presentation |
| 155 | System / Security | How to Run Collection-Master in the Cloud | Running Collection-Master in the Cloud. | 101 | |
| 156 | System / Security | VT in a Box | Understand hardware and software configurations that improve the performance of Collection-Master and vMedia. | 301 | |
| 157 | System / Security | How to Set Up Security | Covers various areas of security from the Windows Active Directory to the Vertican License Manager (VLM), plus security policies. | 301 | |
| 158 | System / Security | How to Secure Data | Best practices for securing your data. | 301 | How to Secure Data in Collection-Master Video & Presentation |
| 159 | System / Security | How to Optimize Client Server | Use Client-Server to leverage hardware to improve performance and make it “better than distributed mode”. | 301 | |
| 160 | System / Security | How to Migrate Collection-Master Across Servers | Migrating between servers when running Collection-Master. | 301 | |
| 161 | System / Security | How to Update Legacy Copies of Collection-Master | Explains the process of updating older versions of Collection-Master and the risks of delaying software updates. | 301 | |
| 162 | System / Security | How to Configure Mapdrive._CS | How to understand and configure Collection-Master using F:\CLSINC\WBWIN\Mapdrive._CS. | 401 | |
| 163 | Troubleshooting | How to Resolve .OCX Errors / Reinstall Windows Controls | Help with resolving .OCX errors encountered by Reinstalling Windows Controls. | 101 | |
| 164 | Troubleshooting | How to Troubleshoot Errors Using PROC ER | Use PROC ER to get more information on an error and report it to Vertican Client Success. | 101 | |
| 165 | Troubleshooting | How to Troubleshoot CCAM | CCAM is a messaging feature that displays Vertican announcements on the Collection-Master's home page. | 201 | |
| 166 | Troubleshooting | How to Troubleshoot the New York Interest Swap [2-S-5-F4] | How the New York Interest SWAP program recalculates interest from the existing rate to 2% on New York post-judgment cases. | 201 | |
| 167 | Troubleshooting | How to Troubleshoot the SMTP Server | Better understand how the SMTP e-mail works with Collection-Master. | 301 | |
| 168 | Troubleshooting | How to Troubleshoot the Account Card | Understand how calculations work in the Collector Account Card. This includes legal calculations, interest, and other components. | 401 | |
| 169 | EDI / CMvX | How to Manage Inventory Exceptions in vExchange | How to correctly onboard claims, 3 categories of inventory exceptions, and the importance of importing and processing anything in the FromVertican folder. | 201 | |
| 170 | EDI / CMvX | CMvX Record 198 Reset Cache | If you attempt to upload a 200 series record without a corresponding 500 series record in vExchange, you will receive an "Account not in vExchange" error. CMvX Record 198 will help you fix the issue. | 201 | |
| 171 | General | How to Prevent Microsoft Excel Automatic Data Conversion | Prevent Microsoft from removing leading zeros, truncating data, and otherwise automatically converting data. | 101 | |
| 172 | General | How to Plan for Data Recovery | Best practices for disaster planning and how SQL-SYNC and vExchange can help. | 101 | |
| 173 | EDI / CMvX | How to Send Weekly / Monthly Balance Updates via CMvX | Send balance updates to your clients on vExchange via the CMvX adapter. | 101 | |
| 177 | System / Security | How to Troubleshoot Network Issues in Collection-Master | Occasionally, issues with your firm’s network may affect Collection-Master performance. Determine if the issue is with Collection-Master or with your network outside of the software. | 101 | |
| 178 | EDI / CMvX | How to Install PaymentVision | How to Register the PaymentVision DTP, configure the login settings and INI file, run Outbound Tools, and set up the FTP to PaymentVision. | 101 | |
| 179 | System / Security | Why Your Firm Should use Active Directory with Collection-Master | Microsoft Active Directory allows IT administrators to authenticate users and authorize their access to various applications and systems. It serves as a central database for managing network resources, users, and permissions in a Windows domain network. | 301 | |
| 180 | General | How to Accommodate Forwarder Requirements to Offset Commissions by Costs Expended | To comply with Forwarders that require firms to recover costs last but reduce commissions on payments until all costs are accounted for. | 101 |