Navigation:  Customer Relationship Management Screens > Households Screen > Names tab > Credit Rating and IRS B Notices tab >

Credit Rating field group

Navigation:  Customer Relationship Management Screens > Households Screen > Names tab > Credit Rating and IRS B Notices tab >

Credit Rating field group

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Use this field group to view and edit credit rating information for the household member selected in the Household Names list view.

 

crmh_creditratingfg

 

The fields in this field group are as follows:

 

Field

Description

Rate

 

Mnemonic: NDCRED

Use this field to indicate the current credit rating of the household member. This number is determined by your institution and can be the score from one credit bureau Source or the average score of multiple sources.

Source

 

Mnemonic: NDCRSC

Use this field to indicate the source for the credit rating entered in the Rate field, if the value in the Rate field is a score from a single source. Enter "Average" in this field if the value in the Rate field is an average score from multiple sources.

Date

 

Mnemonic: N/A

Use this field to indicate the date on which the credit rating indicated in the Rate field was received.

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