Canadian Distributors Presentation

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www.nacmtampa.com Home Page
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Member Login Page
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Menu of Options
Menu of Options Page may look different for
all Users - Group Functions, Reports
Downloads will change periodically
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Meeting Reservation
User submits names of meeting attendees and the
number of reservations needed
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Credit Report Search
Ordering Credit Reports
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Credit Report Search
User may search the database by using customer
name, address, city, state or telephone number or
any combination together LESS is MORE
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Credit Report Search Results
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Complete Credit Report
Complete Credit Report, as selected by User on
Results Page
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Member Lookup
To find out who a member is that appears on a
credit report click here
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Type in the member number you want to identify.
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The members information will appear
here. Please note, this service only works for
NACM Tampa Members listed on the report. For the
identity of a member from another NACM Bureau,
please email the Admin Assistant for your Group.
They will email that NACM, who will gain their
members authorization first.
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Member Profile Report Search
To order a Member Profile Report click here
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Member Profile Report Search
Select the member(s) you want to view in
detail
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Member Profile Report Search
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Member Profile Report Search
If you already have the credit report on file and
you just want a member profile report click here.
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Member Profile Report Search
Type in the NACM ID number for the credit report
you want.
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Member Profile Report Search
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Member Profile Report Search
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Account Monitor Service
Account Monitor is a process to inform the User
of a number of companies for whom they should
consider retrieving Credit Reports for.
Criteria is selected by User and predetermined on
the server. Criteria can be modified at any time
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Account Monitor Results
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Group Flash Report Entry
Click here to submit information for the Flash
Report
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Group Flash Report Entry
User enters AR number the system automatically
enters data. User must select code and enter
amount .
If the entry is urgent, like a bankruptcy or
fraud change the express group notification to
YES
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Completed Flash Report
When the flash report is complete, members who
participated will be able to download from here.
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Completed Flash Report
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Account Submittal
To submit your accounts for the next credit
report booklet, click here
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Account Submittal
Type in your customers account number and the
fields will fill in automatically (this service
is only available to member who submit their
aging to NACM.
OR User enters information on companies
requested for meeting booklet
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Account Submittal Review Editing
User may edit or delete a submittal by clicking
on the specific account
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Worksheet
If you do not submit your aging, click here to
fill out your trade information on the worksheet.
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Worksheet
- User clicks on specific companies to add
trade data
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Worksheet Entry Editing
User enters enters trade data on specific
companies requested for meeting booklet - User
clicks on update or delete to transmit data
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Worksheet Review
User can review Worksheet Entry information
User can view print their data which was
entered via the Worksheet Entry Page
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Worksheet Completion
User is requested to notify Association when ALL
data has been entered User does not have to
enter ALL data at one time
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Retrieving Credit Report Booklet
If youve never downloaded a credit report
booklet before, you must download SwiftView or
Adobe reader
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Retrieving Credit Report Booklet
Open your credit report booklet here.
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Non-Member Credit Reference Service
Non Members Click Here for a credit reference.
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Non-Member Credit Reference Service
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Non-Member Credit Reference Service
They must agree to the Use Agreement
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Non-Member Credit Reference Service
They must fill out information about themselves
if they have not used the service before
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Non-Member Credit Reference Service
They then must select which participating
members reference they want.
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Credit Reference Monitoring
The member using this service can monitor what
companies are obtaining references from the
REPORTS section.
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Credit Reference Monitoring
The member can track who is obtaining references
and even deny further access if they are
uncomfortable with the company obtaining
references or the number of times they are using
the service.
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