Obtaining a Credit Report on a Customer

To obtain a credit report on a customer, you must first open the Credit Bureau window. To open this window, click the Credit Bureau button on the left-hand side of the screen.

If you have already entered the customer information into the Customer Information tab, the window will be pre-filled with the customer data. If you have not entered any customer data, you will have to enter it here to obtain a credit report.

There are three checkboxes which correspond to the three main credit reporting agencies. Check the box for each agency from which you wish to obtain a report. Note: CBCInnovis will grant you access to each of the three main agencies depending on the package you have purchased from CBCInnovis. Please contact your Friday Systems, Inc. representative for more information.

The abbreviations for the three main credit reporting agencies are:

• TRW -- Experian
• CBI -- Equifax
• Trans-Union -- Trans Union

After entering the customer information, you will be ready to obtain a credit report on the customer. Click the Retrieve button, and the software will connect via the Internet to CBCInnovis' servers. The login information you provided in the default section of the window will be supplied to the website to allow you to log in. Otherwise, you will be prompted to log in to CBCInnovis' servers at this time. The software will then automatically get a credit report for the customer, display the report, and then save it to the database and display it under the Past Report History tab.

Setting Bureau and Login Defaults

You may wish to set some default values for this screen which will appear every time you start this window. You can set these defaults by clicking on Defaults in the menu bar of the window.

You may set the credit bureaus from which you wish to receive credit reports, and these settings will be reflected in the checkboxes below the customer information each time you access this screen.

You may also want to set the default login information provided to you by CBCInnovis so that you are not prompted to log in to CBCInnovis' servers each time you try to run a credit report.