1 / 44

nacmtampa Home Page

www.nacmtampa.com Home Page. Member Login Page. Menu of Options. Menu of Options Page may look different for all Users - Group Functions, Reports & Downloads will change periodically. Meeting Reservation. User submits names of meeting attendees and the number of reservations needed.

caitir
Télécharger la présentation

nacmtampa Home Page

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. www.nacmtampa.com Home Page

  2. Member Login Page

  3. Menu of Options Menu of Options Page may look different for all Users - Group Functions, Reports & Downloads will change periodically

  4. Meeting Reservation User submits names of meeting attendees and the number of reservations needed

  5. Credit Report Search Ordering Credit Reports

  6. Credit Report Search User may search the database by using customer name, address, city, state or telephone number or any combination together LESS is MORE…

  7. Credit Report Search Results

  8. Complete Credit Report Complete Credit Report, as selected by User on Results Page

  9. Member Lookup To find out who a member is that appears on a credit report click here

  10. Type in the member number you want to identify.

  11. The member’s information will appear here. Please note, this service only works for NACM Tampa Members listed on the report. For the identity of a member from another NACM Bureau, please email the Admin Assistant for your Group. They will email that NACM, who will gain their member’s authorization first.

  12. Member Profile Report Search To order a “Member Profile Report” click here

  13. Member Profile Report Search Select the member(s) you want to view in detail

  14. Member Profile Report Search

  15. Member Profile Report Search If you already have the credit report on file and you just want a member profile report click here.

  16. Member Profile Report Search Type in the NACM ID number for the credit report you want.

  17. Member Profile Report Search

  18. Member Profile Report Search

  19. Account Monitor Service Account Monitor is a process to inform the User of a number of companies for whom they should consider retrieving Credit Reports for. Criteria is selected by User and predetermined on the server. Criteria can be modified at any time

  20. Account Monitor Results

  21. Group Flash Report Entry Click here to submit information for the Flash Report

  22. Group Flash Report Entry User enters AR number & the system automatically enters data. User must select code and enter amount . If the entry is urgent, like a bankruptcy or fraud – change the express group notification to YES

  23. Completed Flash Report When the flash report is complete, members who participated will be able to download from here.

  24. Completed Flash Report

  25. Account Submittal To submit your accounts for the next credit report booklet, click here

  26. Account Submittal Type in your customer’s account number and the fields will fill in automatically (this service is only available to member who submit their aging to NACM. …OR User enters information on companies requested for meeting booklet

  27. Account Submittal Review & Editing User may edit or delete a submittal by clicking on the specific account

  28. Worksheet If you do not submit your aging, click here to fill out your trade information on the worksheet.

  29. Worksheet - User clicks on specific companies to add trade data

  30. Worksheet Entry & Editing User enters enters trade data on specific companies requested for meeting booklet - User clicks on ‘update’ or ‘delete’ to transmit data

  31. Worksheet Review User can review Worksheet Entry information User can view & print their data which was entered via the Worksheet Entry Page

  32. Worksheet Completion User is requested to notify Association when ALL data has been entered User does not have to enter ALL data at one time

  33. Retrieving Credit Report Booklet If you’ve never downloaded a credit report booklet before, you must download SwiftView or Adobe reader

  34. Retrieving Credit Report Booklet Open your credit report booklet here.

  35. Non-Member Credit Reference Service Non Members Click Here for a credit reference.

  36. Non-Member Credit Reference Service

  37. Non-Member Credit Reference Service They must agree to the Use Agreement

  38. Non-Member Credit Reference Service They must fill out information about themselves if they have not used the service before

  39. Non-Member Credit Reference Service They then must select which participating member’s reference they want.

  40. Credit Reference Monitoring The member using this service can monitor what companies are obtaining references from the REPORTS section.

  41. Credit Reference Monitoring The member can track who is obtaining references and even deny further access if they are uncomfortable with the company obtaining references or the number of times they are using the service.

More Related