Open questions RSS

Here you can see questions asked by other users. If you answer these question, your answers may be inserted into the FAQ.

Date / User Question  
2015-07-07 18:55
Phil
General Information:
How do you assign a salesman to an account? When you get the static page and have a salesman to choose from we only have one option from the drop down. How do we add additional salesman to the drop down?
Answer
2015-08-17 08:29
yididiel
Installation:
i get an error msg when trying to send an email that says "no application is associated with the specified file for this operation "why is this?
Answer
2016-02-19 17:24
Lisa Levine
Installation:
How do I add a field in my excel file so it will put a company name versus firstname, last name on your letter?
Answer
2016-02-19 17:38
Lisa
Installation:
Are there any more how to videos that go over the different areas?
Answer
2016-04-13 19:18
Alex
Troubleshooting:
I receive an error when trying to take payment information on Collections Max Professional stating:" There was an error updating the database: Column count doesn't match value count at row 1." Why am I receiving this error? It is only on this one computer also. On the other administrator's computer no error is received when entering payment information.
Answer
2016-04-19 01:32
Calvin
General Information:
Are you compatible with authorize.net Echeck?
Answer
2016-05-26 00:32
Jeffrey bitts
Installation:
i have installed collecton max on a new computer... but it is saying server not found when i try to connect it... my main server computer is working with admin and collection max. What am i missing from the second computer with just collection max professional? is there something else that needs to be installed on each and every computer??
Answer
2016-10-02 02:51
Andrea Beer
Troubleshooting:
I was not able to complete the duplicate account check during importing. Is there any way to re-start the utility without reimporting the whole file?
Answer
2016-11-04 19:28
Ramon Lio
General Information:
How do you change the contingency % for a client?
Answer
2016-11-04 19:30
Ramon Lio
General Information:
How do I changed a posted payment type from "partial payment" to "settlement"
Answer
2017-01-18 15:50
JAMES GOODMAN
Installation:
is there an easier way to download collectmax without all these downloads? this is just too much trouble!
Answer
2017-02-24 22:08
ABIGAIL DE LA MADRID
General Information:
IV'E BEEN TRYING TO INPUT THE INFORMATION OF THE CLIENT AND ALSO CREATE A PORFOLIO IT DOESNT LET ME. SO I WANT TO SEE WHERE IT EXPLAINS HOW TO DO IT ???
Answer