CreditWin Pro 2008 Online Help
CreditWin Pro 2008
Quick Start - Getting Started
Main Screen Components
Navigation Bar
Clients Section
Clients
Dispute Tracking
Events Scheduler
Payments
Security Section
Users
Roles
Configuration Section
Creditors
Creditor Types
Credit Dispute Types
Credit Agencies
Collection Agencies
Sales Reps
Referral
Reports
Step 1 - Set Up Your Company
Company Detail Set Up
Step 2 - Set Up Intital Company User
Company User Detail Set Up
Step 3 - Set Up a Client
Individual Detail Set Up
Create Creditors and Credit Disputes
Add New Creditor for Client
Creditors Detail Information
Credit Dispute List Screen
Credit Dispute Details Screen
Scheduler
Scheduler Adding an Event
Events Dialog Screen
Security Section
Users
Roles
Configuration Section
Creditors
Creditor Types
Credit Dispute Types
Credit Agencies
Collection Agencies
Sales Reps
Referral
Reports
Report Preview
Watermark Letter
Preview
Save Formats
Email Formats
Editing Current Reports and Letters Templates
Report Designer Screen Components
Report Bands
Save and Close
Creating New Reports From Templates
Step 1- Save As
Create a Template Directory
Step 2 - Create New
New Report Wizard
Step 3 - Import Saved Template into New Report
Open Saved Template
Select NO
Select Template we are Copying From
Edit New Letter and Save
New Letter is Listed
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CreditWin Pro 2008
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Copyright 1997-2008 All Rights Reserved Buffalo Creek Ent., L.L.C.
CreditWin Pro 2008 Online Help