January 4, 2021 Update

Features/Enhancements:

1. Credit & Sales users now have the option to resend an app link directly from the App Links Sent Report.

• Navigate to Reports > App (Credit, Job Sheet) Links Sent >Prepare Report > View & Download Detail Report > Resend App Link

2. Credit users can now customize Credit Card Form titles and impose card type restrictions.

To configure this setting:

• Navigate to Account Settings > Organization > Custom Credit App > Credit Application: Page 1 > Credit Card Form (ON) > Credit Card in Workflow (ON).

To customize credit card form titles:

• Navigate to Account Settings > Organization > Custom Credit App > Custom Titles > Credit Card Question > Pencil Icon (to edit) > Input Verbiage.

To restrict accepted credit card types on form:

• Navigate to Account Settings > Credit Policy > ACH/EFT/CC > Select Form Type (CC) > Update Excluded Credit Cards > Input Card Types > Turn Status (Active)

3. Credit users are now able to require a personal guarantee in the credit application based on organization type or style of business.

To configure this setting:

• Navigate to Account Settings > Credit Policy > PG/Owner Officer > PG Checks Thresholds > Update > Select Organization Type(s)/Style of Business >Turn Status (active).