Adding New Collection

Follow the given procedure to add a Collection in the Collection list:

  1. Click  (Add New Collection button) present at the top of the Collection Home screen. The Create Collection window appears. The Collection Information tab is displayed by default. This is shown below, 

    1. Enter the Collection number and the Collection name in the Number and Collection Name text boxes respectively.

    2. Click  (Calendar icon) to select the Collection Start Date from the calendar displayed.

    3. Enter the description of the Collection in the Description text area.

    4. Enter the Collection address in the Collection Address text box.

    5. Enter the Collection location in the City text box.

    6. Enter the zip code of the city in the Postal Code text box.

    7. Select the state from the State drop-down list.

    8. Select the country from the Country drop-down list.

    9. Enter the Default Email of the collection, this email is used for syncing emails from outlook using the 'Outlook plug-in' app.

    10. Tick the Add to Favorite Collection checkbox to add the newly created Collection under the Favorite category. The Collections will get included in to that section automatically.

  2. Click Invitation Message tab, the screen appears. If you want to write any invitation message, enter the message in the Collection Invitation Message text area. This  message will be send by default to the Contact when that Contact is given Collection access.

  1. Click Settings tab to choose folder sorting option and enable hyperlink preview navigation

  1. Click Collection Owner tab, the screen appears. The Collection Owner info will be displayed. The owner name, contact info and address will be displayed under this tab. Collection owner is basically the currently logged in user who is creating the Collection.

  1. Click Account Team tab, the screen appears. The account team names present in the application will appear. Click on the team name link to view the account members associated with the respective team. Also, tick the checkboxes beside one or more team to make the currently created Collection accessible by team members of the selected teams.

  1. Click Save New Collection & Close to save the new Collection. A confirmation message is displayed at the top of the window approving the successful Collection creation and the window will be closed automatically.


Accessing & Understanding Collection Home Screen

Modifying Collections

Searching Collections

Exporting Collections

Viewing Activity Reports