The References option displays client information and allows registering data relating to the credit analysis with Financial Institutions, Banks and Companies.
Using this information, it is possible to check whether the customer has protested bills, financings or even know the value of the client's last purchases , if the payment was made in the correct date etc.
Procedures
Adding references:
1. In Clients, click Related Features and select the References option.
2. In the search window, enter the item to be searched and confirm.
The system displays a screen with client information, divided into three tabs.
3. Fill out data according to the field help instructions.
4. Check the data of all tabs and confirm.
Import HTML Content
Visão Geral
Conteúdo das Ferramentas