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SecurityTrax

How to Manage Customer Credit Checks

To view customer credit checks 

  1. While on the customer record, click Customer
  2. In the Personal Information section, click Qualify.
  3. On the Qualify window you will see the Credit Reports section.

To apply or unapply a credit report to a customer record

  1. In the Qualify window, on the Credit Reports section click Apply to apply a credit report to the customer record.
  2. Click Unapply to unapply a credit report to a customer record.

 

To run a customer credit check 

  1. While on the customer record, click on Customer
  2. In the Personal Information section, click Qualify.
  3. On the Qualify window select Run Credit.
  4. In the Run Credit section fill out required fields.
    • Note: If the customer has lived less than 6 months at their current address, you may need to click the Previous Address toggle and enter the previous address for the customer.
  5. Click Run Credit.

 

To manually enter a credit score 

  1. While on the customer record, click on Customer
  2. In the Personal Information section, click Qualify.
  3. On the Qualify window select Manual Entry.
  4. In the Run Credit section fill out required fields.
  5. Click Save Credit.
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