1. 2 home page 3 member login page
TRANSCRIPT
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Menu of OptionsMenu of Options
Menu of Options Menu of Options Page Page
may look different may look different for for
all Usersall Users
- Group Functions, - Group Functions, Reports & Reports &
Downloads will Downloads will change periodicallychange periodically
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Meeting ReservationMeeting Reservation
User submits User submits names of meeting names of meeting attendees attendees andand the the
number of number of reservations reservations
neededneeded
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Credit Report SearchCredit Report Search
User may search the User may search the database by using database by using
customer name, address, customer name, address, city, state or telephone city, state or telephone
number number oror any any combination togethercombination together
LESS is MORE…LESS is MORE…
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Complete Credit ReportComplete Credit Report
Complete Credit Complete Credit Report, as selected Report, as selected
by User on by User on Results PageResults Page
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Member LookupMember Lookup
To find out who To find out who a member is that a member is that
appears on a appears on a credit report click credit report click
herehere
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The member’s information will The member’s information will appear here.appear here.
Please note, this service only Please note, this service only works for NACM Tampa works for NACM Tampa
Members listed on the report. Members listed on the report. For the identity of a member For the identity of a member from another NACM Bureau, from another NACM Bureau,
please email the Admin please email the Admin Assistant for your Group. They Assistant for your Group. They will email that NACM, who will will email that NACM, who will
gain their member’s gain their member’s authorization first.authorization first.
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Member Profile Report SearchMember Profile Report Search
To order a “Member To order a “Member Profile Report” click Profile Report” click
herehere
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Member Profile Report SearchMember Profile Report Search
Select the member(s) Select the member(s) you want to view in detailyou want to view in detail
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Member Profile Report SearchMember Profile Report Search
If you already have If you already have the credit report on the credit report on
file and you just want file and you just want a member profile a member profile report click here.report click here.
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Member Profile Report SearchMember Profile Report Search
Type in the NACM ID Type in the NACM ID number for the credit number for the credit
report you want.report you want.
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Account Monitor ServiceAccount Monitor Service
Account Monitor is a process to Account Monitor is a process to inform the User of a number of inform the User of a number of
companies for whom they companies for whom they should consider retrieving should consider retrieving
Credit Reports for.Credit Reports for.
Criteria is selected by User and Criteria is selected by User and predetermined on the server. predetermined on the server.
Criteria can be modified at Criteria can be modified at any timeany time
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Group Flash Report EntryGroup Flash Report Entry
Click here to Click here to submit submit
information for information for the Flash the Flash
ReportReport
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Group Flash Report EntryGroup Flash Report Entry
User enters AR User enters AR number & the number & the
system system automatically automatically enters data. enters data. User must User must
select code and select code and enter amount . enter amount .
If the entry is urgent, If the entry is urgent, like a bankruptcy or like a bankruptcy or fraud – change the fraud – change the
express group express group notification to YESnotification to YES
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Completed Flash ReportCompleted Flash Report
When the flash When the flash report is report is
complete, complete, members who members who
participated will participated will be able to be able to
download from download from here.here.
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Account SubmittalAccount Submittal
To submit your To submit your accounts for the accounts for the next credit report next credit report booklet, click herebooklet, click here
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Account SubmittalAccount Submittal
……OR User enters OR User enters information information
on companies on companies requested requested
for meeting bookletfor meeting booklet
Type in your Type in your customer’s customer’s
account number account number and the fields and the fields
will fill in will fill in automatically (this automatically (this
service is only service is only available to available to
member who member who submit their aging submit their aging
to NACM.to NACM.
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Account Submittal Review & EditingAccount Submittal Review & Editing
User may edit or User may edit or delete delete
a submittal by a submittal by clicking on the clicking on the specific accountspecific account
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WorksheetWorksheet
If you do not submit If you do not submit your aging, click here your aging, click here to fill out your trade to fill out your trade information on the information on the
worksheet.worksheet.
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WorksheetWorksheet
- - User clicks on User clicks on specific companies specific companies
to add trade datato add trade data
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Worksheet Entry & EditingWorksheet Entry & Editing
User enters enters User enters enters trade data on specific trade data on specific
companies requested for companies requested for meeting bookletmeeting booklet
- User clicks on ‘update’ - User clicks on ‘update’ oror ‘delete’ to transmit data‘delete’ to transmit data
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Worksheet ReviewWorksheet Review
User can review User can review Worksheet Entry Worksheet Entry
information information
User can view & print User can view & print their data which was their data which was
entered via the entered via the Worksheet Entry PageWorksheet Entry Page
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Worksheet CompletionWorksheet Completion
User is requested to notify User is requested to notify Association when ALL data has Association when ALL data has
been enteredbeen entered
User does not have to enter ALL User does not have to enter ALL data at one timedata at one time
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Retrieving Credit Report BookletRetrieving Credit Report Booklet
If you’ve never If you’ve never downloaded a downloaded a credit report credit report
booklet before, booklet before, you must you must download download
SwiftView or SwiftView or Adobe readerAdobe reader
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Retrieving Credit Report BookletRetrieving Credit Report Booklet
Open your credit Open your credit report booklet here.report booklet here.
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Non-Member Credit Reference ServiceNon-Member Credit Reference Service
Non Members Click HereNon Members Click Herefor a credit reference.for a credit reference.
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Non-Member Credit Reference ServiceNon-Member Credit Reference Service
They must agree to the They must agree to the Use AgreementUse Agreement
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Non-Member Credit Reference ServiceNon-Member Credit Reference Service
They must fill out They must fill out information about information about themselves if they themselves if they have not used the have not used the
service beforeservice before
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Non-Member Credit Reference ServiceNon-Member Credit Reference Service
They then must select They then must select which participating which participating member’s reference member’s reference
they want.they want.
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Credit Reference MonitoringCredit Reference Monitoring
The member using The member using this service can this service can
monitor what monitor what companies are companies are
obtaining references obtaining references from the REPORTS from the REPORTS
section.section.
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Credit Reference MonitoringCredit Reference Monitoring
The member can track The member can track who is obtaining who is obtaining
references and even references and even deny further access if deny further access if
they are uncomfortable they are uncomfortable with the company with the company
obtaining references or obtaining references or the number of times the number of times they are using the they are using the
service.service.