Help

Setting Up Your Credit Application

• What pages and fields are available on the credit application?
• Is the credit application the same for all users in my credit department?
• Can I customize which pages display on my credit application?
• Can I customize which fields display on my credit application?
• Can I customize which fields display on my credit file (ECF)?
• Can I customize which fields are required on my credit application?

• Can I customize field text on my credit application?
• Can I customize list box values on my credit application?
• Can I add custom fields to my credit application?
• Can I make changes to an existing custom field?
• Can I change the order that my application fields are displayed?
• How can I navigate through applications in my work queue?