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Credit Insurance/Agency Accounts Grid
Make the following menu selections to display the grid:
Setup—Property—Additional—Credit/Insurance Agency Accounts
Use this tab to manage credit and insurance agency accounts.
Fields
Property ID
The property identification for the credit or
insurance agency associated with the account.
Account No.
The unique account number provided by the credit
or insurance agency. Click to view and edit
account details on the Credit/Insurance
Agency Account Tab
Agency Code
The agency identification for the credit or insurance
agency associated with the account.
Agency Name
The agency name for the credit or insurance agency
associated with the account.
Packages
Click the link to add or view credit check service
"packages" associated with some credit check agencies. When
running a credit check, these packages are selected from the Select Agency
pop-up accessed via the credit
check occupant grid.
This field does not appear if it does not apply
to an agency.
Delete
Click the Delete button
to delete an account.
Add Account
Click to add a
credit or insurance agency account.
See
Also
To Add
an Account
To Edit
an Account
To Delete
an Account
To Add
a Package
To
Add Marketing Code Mappings
Credit
and Insurance Agencies Overview
Credit/Insurance
Agency Account Tab
Add
a Package Tab
Credit Check/Renters Insurance Tab