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www.nacmtampa.comwww.nacmtampa.comHome PageHome Page

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Member Login PageMember Login Page

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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

Ordering Credit Ordering Credit ReportsReports

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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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Credit Report Search ResultsCredit Report Search Results

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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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Type in the member Type in the member number you want to number you want to

identify.identify.

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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

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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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Member Profile Report SearchMember Profile Report Search

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Member Profile Report SearchMember Profile Report Search

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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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Account Monitor ResultsAccount Monitor Results

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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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Completed Flash ReportCompleted Flash Report

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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

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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.

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