Data Entry - Credit Manager
The Add/Edit Customers screen is designed for intuitive navigation, allowing you to easily add or locate individual customer fields, which are grouped into logical tabs for efficiency.
Each customer can have multiple accounts and co-signers, with a streamlined design that ensures quick and easy access to both.
Red compliance circles highlight missing or incorrect information at a glance. Clicking the Compliance Manager tab provides a detailed list of necessary corrections to ensure compliance with the latest credit reporting laws and regulations. For quick reference, hovering over a field will display compliance messages, guiding you through the required updates.