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;

  1. See a list view of all customers & when applications were approved
  2. For more information 'View relationship' hyperlink takes you to a view it's possible to
    1. View and download the PDF copy of the trade account applicationĀ 
    2. Add and view notes /attachments eg image files, MS Office docs, typed in notes
    3. Export all application data into a CSV file
    4. Put customer on Stop Credit for 30/60/90/indefinite period


In Customer Mapping tab you can;

  1. View all Connections and pending applications on a map
  2. Click on any business name to get into the detailed view of Connections as above