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.

ClosedFields

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

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.