Customer Analysis

The Customer Analysis module stores a broad range of customer information, while providing you with financial analysis tools.

From Customer Analysis you can access Customer Snapshot, Basic Information, Business and Internal Contacts, Bankruptcy information, Bank and Trade references, Credit Cards, Customer Status, Credit Lines, Business Hierarchy, Operating and Business Characteristics, Collateral, Notes, AR data, Quick Tips, Web Links, Financials, Business Hierarchy, Correspondence, Additional (custom) information, Bureau Reports, Scores, and credit requests for a customer. More

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