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1
Credit Application Features in Detail
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Search for Credit Apps:

 

  • Company ID – used to search for the unique numerical identification number automatically assigned to a Company record.

 

  • Company Name – used to search on the name or partial name of the organization. 

 

  • Date Entered range - entering a date in the first text box only retrieves all Credit Apps with Created Date greater than or equal to the entered date.  Entering a range is inclusive of entered date values.
  • Date Modified range – used to search by date last modified range.  Works the same as Date Entered range.
  • Credit Status – provides a list box to either select All or to select a specific status to search for.  Defaults to All.
  • Items Per Page – used to control how many matches are listed at a time.  Defaults to 10.  If the number of matches is greater than the specified Items Per Page, PORTALPRODIGY provides navigation options for the additional pages of matches This feature minimizes network traffic.
  •  : the Search button submits the entered search criteria and displays the matches.

 

Returns to the previous page.

Opens the Application Management page to create a new application form.

Clears the search criteria.

Prints the website page to the user’s local printer.

Closes the page and returns to the Site Administration Menu.

 

 


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