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October 19, 2020 Update

Bectran-Support
  • Updated
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Features/Enhancements:

 

1. Credit users can now view the name of the person who signed a Personal Guarantee as part of the Credit Reviews Report.

To view the report showing Guarantor Name:

  • Navigate to Reports > Select Credit Reviews Report > Prepare Report > View & Download Detail Report > Generate Report > Click Here > Download Report > Open Report

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2. Credit users now have the ability to remove the “Account With Us” section from the first page of the credit application.

To configure this setting:

  • Navigate to Account Settings > Organization > Custom Credit App > Select Page 1 > Exclude Account Number With Us on Form: YES

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