Help

Managing Accounts

• How do I search for accounts?
• What is the Account Inbox?
• Which accounts can I access from the Account Inbox?
• Can I set a preference for which accounts to display in the Account Inbox?
• How are accounts assigned statuses in the Account Inbox?
• What does Re-Evaluate Credit mean?
• What does the Errored Accounts status mean?
• Can I customize which columns are displayed in the accounts list?
• Can I set a preference for the number of accounts displayed in the accounts list?
• Can I limit who can see account notes?

• Can I set a preference for where to go after taking an action on an account?
• Can I set a date to manually review a specific account?
• Can I export account data to Excel?
• Why doesn't anything happen when I click on the Export button?
• Can I delete specific accounts?
• Can I delete all accounts?
• What gets deleted when I delete an account?
• How can I evaluate an International Account?
• Can I pull new data for the account re-evaluation and how can I do the same?
• What is the cost implication if new data is pulled for account re-evaluation?