Processing a Credit Check
To Processing a Credit Check follow the steps below.
From the "Service" record, use the Navigation Pallet to go to the “Credit” page of the "Customer’s" record.
Create a new “Reference” sub record by double clicking on the word “Company” in the Column Header. The “Reference” sub- record opens.
The record will be blank. Fill in all information needed and click the “OK” button or press the "Enter" key to save the information.
This process can be repeated for each reference you need to enter. There is no limit to the number of "Reference" sub records.
If you need to view and/or modify a reference on the list, you may open the record by double clicking on it.
NOTE: Upon first opening a "Customer’s" record, the "Reference" sub-records are not visible. You must choose: Action menu > Relate Files to display the information.
When the account has been approved and is ready for the Salesperson’s "Account Code", the “Action”in the "Service" record must be changed to "Assign New Acct #" and the new “Name ID” selected to send it to the person assigning the "Account Number".
The process of assinging the New "Account Number" is explained in the “Procedures” chapter under “Assinging New Account Number”.