Collection-Master Software Tips from vConnect

Software Tip vConnect Issue
Vertican License Manager Dec 2024
Talk Off Scripts Sept 2024
Autopost and Judgment Entry June 2024
EDI Preserve March 2024
Check for new Updates Dec 2023
Field Level Events: The Basics Sept / Oct 2023
Sending Weekly & Monthly Balance Updates to Clients July / August 2023
Marking Bank Account and Forwarder File Inactive May / June 2023
[4-1-S-3] Group/Security Maintenance Feb / Mar 2023
Zone Security Dec 2022 / Jan 2023
Claim Summary Screen [F11] – a Handy Reference Screen Oct / Nov 2022
Two vPortal tips for firm administrators:

(1) How Firm Administrators Give Support Coordinators and Other Users Access to vPortal
(2) How Firm Administrators Change vPortal User Access Type
August 2022
Two tips for all clients:

(1) VSA – Multiple Ticket Creation
(2) Finding Supported Software Versions and Your Version
July 2022
Financial Summary Reports [2-3-6] June 2022
[3-3-2] Diary Report May 2022
Using the Queue System in Collection-Master April 2022
Activating Infinity Fields March 2022
Automating Report Generator [3-2] February 2022
Open Claim and Diary Search January 2022
Collection-Master Keyboard Functions December 2021
PS Comment Drop-Down Options October 2021
Custom Form Default Setup in [1-S-6] September 2021
New Bulletin Feature August 2021
Collection-Master Dashboard July 2021
Time Zones June 2021
Conditional Themes Editor May 2021
Initial Capitalization Function April 2021
Paperless Filtering March 2021
Powerful Paperless File Policies IV February 2021
Powerful Paperless File Policies III January 2021
Powerful Paperless File Policies II December 2020
Powerful Paperless File Policies I November 2020
AutoPost File Without Needing to Review October 2020
Unmerged Document Reminder September 2020
Post Payments in the Paperless File September 2020
Open the Smart Notes Box in Paperless Notes August 2020
Claim Folders August 2020
Remember My Answer Next Time July 2020
Lock Specific Groups From Editing Demographics After Suit June 2020
Bookmark Claims May 2020
Use F1 and CTRL-F1 at the Claim Review Screen of the Paperless File to Access the Prior Claim May 2020