Configuring Credit Ratings
Adding Credit Ratings
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From the Administration menu, select Client Relations, select Profile Management, and then select Credit Ratings.
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Click New and complete the following :
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Code: Enter a code for the credit rating
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Description: Enter a description for the credit rating
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Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned.
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Click Save to save and exit or click Save and Continue to save this code and add another.
Editing Credit Ratings
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From the Administration menu, select Client Relations, select Profile Management, and then select Credit Ratings.
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Enter search criteria and click Search.
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Select the code in the search result, then click the vertical ellipsis Actions menu then select Edit.
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Update the configuration.
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Inactive: Select check box to update the code as inactive.
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Click Save.
Deleting Credit Ratings
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From the Administration menu, select Client Relations, select Profile Management, and then select Credit Ratings.
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Enter search criteria and click Search.
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Select the code in the search result, then click the vertical ellipsis Actions menu then select Delete.
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Click Delete to confirm.
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