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Add Package Tab

This tab appears when you click Packages from the Credit/Insurance Agency Accounts grid. Use this tab to add or edit package information associated with a credit/insurance agency. Not all credit/insurance agencies offer packages. Packages vary by agency and consist of custom services for tenant screening, verification, or insurance, etc. You must contact each credit/insurance agency for the Package Codes to use during setup.

ClosedFields

Note Note

An asterisk (*) indicates a required field.

Property ID

The display-only identification of the property associated with the credit agency.

Agency Code

The display-only code for the agency.

Package Code*

Enter a package code obtained from the credit agency.

Description*

Enter a description of the package.

Default?*

Select the check box if this is the default package for this credit agency.

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 Accounts Grid

Credit/Insurance Agency Account Tab

Add a Package Tab

 

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