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SecurityTrax

Standard Create: 3-Step Workflow

To create a new customer

  1. Fill out all required fields and any other information.
  2. Click Save & Continue to continue with the wizard.

Note: After filling in the zip code, the State, City, and County will auto-fill. You can also select Save & Close on the Save & Continue dropdown to exit the wizard, or delete the customer by selecting Delete Customer on the Save & Continue dropdown. If the address is not associated with a valid geocode, a warning message will appear on all customer pages.

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To qualify a customer

The next step of the wizard allows you to qualify a customer. Select Run Credit or Manual Entry.

  1. Run Credit
    • Click Unapply to unapply a credit report to the account.
    • Click Apply to apply a credit report to the account.
    • Select a Credit Bureau from the dropdown and click Run Credit.
  2. Manual Entry
    • Enter a Credit Score and Tracking Number then click Save Credit (this will appear on the list of Credit Reports without a Bureau listed).
    • Click Apply to apply a credit report to the account.
    • Click Unapply to unapply a credit report to the account.
    • Click Save & Continue to continue with the wizard.

Note: You can select Save & Close on the Save & Continue dropdown to exit the wizard. You can also delete the customer by selecting Delete Customer on the Save & Continue dropdown.

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To create an order

The next step of the wizard allows you to create an order. Follow these steps:

  1. Fill out the required fields and any other desired information.
  2. Select a Template and Package, if applicable.
  3. Click Save & Continue.

Note:  At this point you can click Back to go back and edit any previously entered information. You can select Save & Close on the Save & Continue dropdown to exit the wizard. You can also delete the customer by selecting Delete Customer on the Save & Continue dropdown.

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