Table 9. Financial Profile Fields
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PROFILE |
Contact Last Name and First Name |
Contact for the account. When you create a new record, this field is automatically populated with the name of the contact in the Primary Contact field of the account record. |
Corporate Number |
Business number that is provided by a state, county, or city government. |
Legal Entity |
Legal name of the company or corporation. |
Tax Profile Code |
Code from standard tax categories that classify companies according to their tax aspects. This information is stored in an external billing application or an external credit and tax application. |
BANK |
Account Name Account # Bank Name Bank Branch |
Customer's bank information for a credit check. |
CREDIT RATING |
Rating |
Credit rating of the customer. |
Source |
Group that performed the most recent credit rating. |
Last Update |
Date the last credit check was performed. |
Update By |
User ID of the person who last requested a credit check. |