> Summary
> Aging
> Customer
> D&B
> Financial
> IICG
> Notes
> References
D & B
> Alert Key
> Paydex Key
> Ratings Key
> Scoring Key
Instructions: Enter the customer field name for each of the fields you wish to import from your company's database. All Green labels cannot be changed; however, the red User1 and User2 labels can be changed to by clicking on it. Example: If you would like to replace User1 with Credit Line, click on User1 and enter up to 8 characters to indicate Credit Line, such as "C/Line". Then enter the field name for Credit Line.
One of the most important fields is "Monitor". This field will indicate whether or not the customer is being monitored. Once you have completed filling out the table, click on the Update button. See Example under the 1st table.
| Ckbox | Labels | Replace with Field Name |
| Acct# | Account Number Field | |
| Duns# | Customer Duns# | |
| Customer | Customer Name Field | |
| DBA | DBA Field | |
| Add1 | Address 1 Field | |
| Add2 | Address 2 Field | |
| City | City Field | |
| State | State Field | |
| Zip | Zip or Postal Code Field | |
| Country | Country Field | |
| Type | Legal Identity - Corp, Proprietor, etc. | |
| SIC | SIC Code | |
| Tel | Telephone Number | |
| Fax | Fax Number | |
| User1 | User 1 Defined Field | |
| User2 | User 2 Defined Field | |
| Monitor |
Example
| CkBox | Labels | Replace with Field Name |
| Acct# | cusno | |
| Duns# | cusduns | |
| Customer | cusname | |
| DBA | cusdba | |
| Add1 | cusadd1 | |
| Add2 | cusadd2 | |
| City | cuscity | |
| State | cusstate | |
| Zip | cuszip | |
| Country | cuscountry | |
| Type | cuslegalid | |
| SIC | cussic | |
| Tel | custel | |
| Fax | cusfax | |
| C/Line | cuscreditline | |
| C/L Date | cuscldate | |
| Monitor | cusdbmonitor |