|
|
To add bank reference information for a customer:
Select the
customer. How? From the Customer
Information tab, select Bank Reference.
The Bank References screen appears. Click Add.
The Bank search screen appears. Enter information
to identify the bank and click Search (optionally, you can execute the
Search by pressing Enter instead of clicking Search).
eCredit searches the banks that have been previously added. The Search
Results section displays the banks matching the information you enter.
Do one of the
following:
To add
a bank that appears in Search Results, select the option button for the
bank and click Use Selected Bank.
The Bank Information screen displays the information entered for
the bank. The only information you can change in the Bank Information
section is the Relative Weight for the reference. If the
bank does not appear in Search Results, click Create New Bank.
A blank Bank Information screen appears.
Enter information
for the bank reference, such as contact, verification and relative weight
for this reference.
Note: In
the Bank Information section at the top of the screen, the only information
you can change for a bank after the bank information is saved, is the
relative weight for the reference.
Click Save.
You can now:
|
