Changelog

What's new in Collecta

Improvements that shipped in Collecta, newest first. Only changes a customer can see are listed, each with the date it went live.

Changes

  1. Collecta opens

    Checklists and recurring periods, missing-item detection from checklists and transaction CSVs, requests you approve, a no-login client portal, reminders that stop when everything is in, a team dashboard, exports and an audit trail. Try it with a sample client, no account needed.

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you found
  2. OndaAnswers the inquiry
  3. BookaraQualifies and books
  4. AccordSends the proposal
  5. TallynOnboards the client
  6. AulaPackages your expertise