If you have a Credco account, you can run credit reports within DeskManager Online through this provider. Eliminating the need for double-entry, you’ll save time and prevent errors.
If you’ve already set up your Credco integration, you can learn how to run credit by reading our article here: Running Customer Credit
To run credit within DeskManager Online, a subscription to our credit module is required. To purchase this subscription, contact your AutoManager representative.
How to Setup Credco Integration
First, click the Settings cogwheel located at the bottom of the leftmost sidebar.
Under the Integrated Vendors category, click Credit Report Companies.
Click on Credco to access its setup menu.
In the Login Credentials section, enter the Username and Password associated with a Credco account.
Since Credco does not permit its users to share login information, these credentials are saved per user. Other users will need to enter their own login credentials and complete their own Credco setup.
Then select the credit bureaus from which you’re compiling the report.
If Credco is your default credit report provider, check the box for Is Default.
Then click Save.
Please sign in to leave a comment.