Connections menu will give you an in-depth view of all approved applications ie Connections and a map view of all customersĀ
In Connections tab you can;
- See a list view of all customers & when applications were approved
- For more information 'View relationship' hyperlink takes you to a view it's possible to
- View and download the PDF copy of the trade account applicationĀ
- Add and view notes /attachments eg image files, MS Office docs, typed in notes
- Export all application data into a CSV file
- Put customer on Stop Credit for 30/60/90/indefinite period
In Customer Mapping tab you can;
- View all Connections and pending applications on a map
- Click on any business name to get into the detailed view of Connections as above