Help

Managing Credit Applications

• How do I search for applications?
• What is the Application Inbox?
• Which credit applications can I access from the Application Inbox?
• Can I set a preference for which applications to display in the Application Inbox?
• How are applications assigned statuses in the Application Inbox?
• What does the Approved-Additional Credit Requested status mean?
• What does the Errored Applications status mean?
• Can I customize which columns are displayed in the applications list?

• Can I set a preference for the number of applications displayed in the applications list?
• What does "Refresh D&B Data" mean?
• What does "Re-Decision" mean?
• Can I limit who can see application notes?
• Can I set a preference for where to go after taking an action on an application?
• Can I export application data to Excel?
• Why doesn't anything happen when I click on the Export button?
• Can I delete specific applications?
• Can I delete all applications?
• What gets deleted when I delete an application?