Monday, March 15, 2010

Giving Privileges To Forwarders

A forwarder can play 3 rolls: 1) as an agency who represents multiple creditors which is typically the case: 2) as a creditor with multiple locations or 3) as a creditor with multiple collectors. One other role a forwarder plays was just recently noted: 4) as a company that sets up their sales people as their first line of collections.

With this in mind, administration has the ability to set the access levels for the forwarder, based upon the forwarders needs. Every firm or company has their own operating procedures and with this feature, being able to decide what level of access to give users is a good way to monitor what is going on in the business.

Click the link and watch the video to see how this works.

Helpful Search Tip: Did you know that it’s possible to search any page for any word by selecting the control key, hold down then press the F key and a search feature will open up in the tool bars area. Type any word and all letters for that word will be highlighted on the page.

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