References FAQ

How do I ask my existing customer to provide me references?

Answer: On the Credit Reference tab, click on : Ask customer to provide credit reference  link.

Note: This only applies to Credit Limit Increase reviews.

How do I re-run references for my existing customers?

Answer: On the Credit Reference tab, click on : Re-run credit references link.

Note: This only applies to Credit Limit Increase reviews.

How do I directly ask Banks/Vendors to provide references on my customer?

Answer: On the Credit Reference tab, click on :  Direct Request  > TRADE Reference or Bank Reference link.

Note: This only applies to New Applications and Credit Limit Increase reviews.

 How do I change the contact person (with new email address) for a reference?

Answer: On the Credit Reference tab, click on :  change contact person link.

The change contact person  link is located in the contact person column of the Electronic reference call status table

What if the reference contact does not have an email address and only a fax number?

Answer: On the Application, as well as in a Direct Reference Request, the system allows for either an email addressOR a fax number. If both are provided, and a reference has not responded to the email request, there is a Send Fax option in the Credit Reference tab. This will then create a Reference Request Letter that is faxed to that number. During the Account Setup period, you will have the choice of setting up AutoFax, which will automatically fax a request to the reference contact that your customer has provided in their application.