Credit Bureau Check

oThis feature allows the a user to extract information from the credit bureau, view the specific records obtained, and insert them directly into the obligations list of a lead while editing the lead's obligations.

oThe cost of each transaction is determined by the specific credit bureau.

CBCheckForm

This is an example of the Credit Bureau Check form

CB

This is an example of the Credit Bureau Check browse

Minus18The following can be found on the Credit Bureau Check browse:

· RequeastXDSRequest Credit Bureau Obligations:

oThis control allows the user to request another credit bureau check.

 

· HistoryXDSView Credit Bureau Transmission history:

oThis control allows the user to view and extract a list of transactions performed for the selected lead.

The following window can be accessed from the credit bureau check browse:

o Import Import Bureau Obligation Information

General Features available in this window:

Ø        AuditTrailAudit Trail  

Ø        QueryQBE

Ø        SendSend to

Ø        Sort

Ø        Incremental Search

Ø        Search box

Ø        Hot fields

Ø        Drop Down List