Navigation:  Credit Reporting  > Credit Reporting Screen >

Names tab

Navigation:  Credit Reporting  > Credit Reporting Screen >

Names tab

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The Names tab on the Credit Reporting screen functions identically to the Customer Relationship Management > Households screen. You can view it from the Credit Reporting screen, so users can see address, account, and credit rating information for the account owner. This information cannot be changed from the Credit Reporting screen. In order to make changes to the information on this tab, you will need to access the Households screen under Customer Relationship Management in CIM GOLD.

 

Names tab on the Credit Reporting Screen

Names tab on the Credit Reporting Screen

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