NACM Business Credit Services

Transcription

1 NACM Business Credit Services 7410 S. Creek Road, #301 Sandy, UT NACM Business Credit Services NACM National Trade Credit Report, Group Meetings & Collection Services November 2013 WebCMS / CICNetwork

2 Services Available on the Internet Purchase NACM National Trade Credit Reports (NTCR) Poll My Group Feature Account Submittals Entry, Edit & Review (FKA: Add Subject to List) Rapid Worksheet Entry, Edit & Review (FKA: Enter Experience) NACM Meeting Reservations Download Credit Report Books and other Documents Group Alerts (FKA: Flash Reports) Collection Services WebCMS / CICNetwork 1

3 Your Customer Number is now referred to as UserName WebCMS / CICNetwork 2

4 MAIN MENU page is customized for each Member ABC Construction Company WebCMS / CICNetwork 3

5 NACM National Trade Credit Reports Credit Reports Click the CREDIT REPORT button from the Main Menu page 1. Enter a portion of the Business Subject information and click SEARCH. Two search combinations are recommended (i.e. part of the business subject name and state). LESS IS MORE. 2. If no results are found, click NEW SEARCH and search for the subject using different criteria. 3. If the Subject is found in the database, highlight and select the Business Subject to purchase and view the report. You will be billed at your membership level. 4. After the report is purchased, you can PRINT PDF, ADD/UPDATE TRADELINE, ADD TO REVISION*, POLL MY GROUP ONLY or perform a NEW SEARCH for another business subject. * nominal fee for revision WebCMS / CICNetwork 4

6 Click here to purchase the NACM National Trade Credit Report ABC Construction Company WebCMS / CICNetwork 5

7 Enter a portion of the Business Subject and a 2 nd criteria LESS IS MORE WebCMS / CICNetwork 6

8 Search Criteria Entered Can t find what you re looking for? Click START NEW REPORT, scan/ your credit application and for a nominal fee we ll build the report for you! Hover over for full descriptions WebCMS / CICNetwork 7

9 Poll Your Group Members Only Members can purchase additional public record data & append the results to the NTCR Add to Revision (request an update) and Poll Your Group Members Add/Update Trade to the NACM Business Credit Services Database WebCMS / CICNetwork 8

10 Group Meetings Account Submittal (Formerly Known As: Add Subject to List) Click ACCOUNT SUBMITTAL from the Main Menu page To enter Accounts (Business Subjects) for a Meeting the User can either use the AR # feature OR search the NACM Business Credit Services database. NOTE: The AR # feature only applies to Members who contribute their monthly AR file to NACM Business Credit Services. 1. Enter AR # and click SEARCH, or 2. Enter a portion of the Business Subject information and click SEARCH. If the Subject is found in the database, select the Business Subject to add to your list of Submittals. If the Subject is not found, click CREATE NEW SUBJECT or NEW SEARCH to re-search the database using different criteria. 3. If you do NOT have any accounts to submit for a meeting, please use the appropriate CHECKBOX to inform the NACM Business Credit Services staff. Submittal Review Click SUBMITTAL REVIEW To review, edit or delete a Subject from the list. Note: Only Pending Submittals may be edited by the Member. PRINT PDF to retain a copy for your records. WebCMS / CICNetwork 9

11 You must first SEARCH the database to submit your Account Submittals WebCMS / CICNetwork 10

12 Select a Business Subject from the Search Results list, OR Create New Subject or perform a New Search WebCMS / CICNetwork 11

13 SUBMITTAL REVIEW allows the Member to manage their Names Members can remove Names and edit Pending, but not Submitted WebCMS / CICNetwork 12

14 Group Meetings Reservations Click RESERVATIONS from the Main Menu page Enter the # of Attendees Enter the Attendee Names. If more than one, please separate the names by using a comma. Enter, choose or select other miscellaneous requested information, if applicable. If you are unable to attend the meeting, please use the appropriate CHECKBOX to inform the NACM Business Credit Services staff Click SUBMIT or UPDATE to save/transmit the data to the NACM Business Credit Services staff WebCMS / CICNetwork 13

15 Online Meeting Reservation Submittal WebCMS / CICNetwork 14

16 Group Meetings Rapid Worksheet (Formerly Known As: Enter Experience) Click RAPID WORKSHEET from the Main Menu page Click in any of the fields to enter your trade / AR data and use the TAB key to jump to other input fields within a Business Subject. The SAVE CHANGES and CANCEL CHANGES are NOT activated until data is entered in the aging fields (current, 1-30, 31-60, etc.) Existing data from the NACM Business Credit Services database will populate in the appropriate fields and the user should update the data The User MUST click SAVE CHANGES to save and transmit the data to NACM Business Credit Services BEFORE leaving the present page, otherwise, the data WILL NOT be saved. Click CANCEL CHANGES if you do not wish to retain any of the data that was entered Click the NEXT button or select a page number to continue. If you did not click SAVE CHANGES before leaving the page, you will be prompted to save the changes or cancel them. WebCMS / CICNetwork 15

17 Click RAPID WORKSHEET to enter your trade information OR SAVE TIME and send your monthly AR file to NACM Business Credit Services WebCMS / CICNetwork 16

18 Click within the input fields to enter data. After all data is entered for the page, click SAVE CHANGES before continuing to another page. If you do not click SAVE CHANGES and close your Internet browser, the changes will NOT be saved. WebCMS / CICNetwork 17

19 Click PRINT PDF to retain a copy of the WORKSHEET REVIEW for reference WebCMS / CICNetwork 18

20 Click WORKSHEET COMPLETED to inform the NACM Business Credit Services staff all trade information has been entered WebCMS / CICNetwork 19

21 Downloads & Archives Current Downloads The Credit Report Book and other documents will be available to members who are given permission to access the documents. Click the file button to retrieve and print. You will need to have Adobe installed on your computer to access any downloads from NACM Business Credit Services. Archived Reports After a specified amount of time, the Credit Report Book and other documents will move from Current Downloads to Archived Reports and will remain until the expiration date. WebCMS / CICNetwork 20

22 COME PREPARED! PRINT and review the CREDIT REPORT BOOK prior to a meeting & look for other ARCHIVED REPORTS available to Members WebCMS / CICNetwork 21

23 Group Alerts Alert Submittal (Formerly Known As: Flash Submittal) Click ALERT SUBMITTAL from the Main Menu page To enter Business Subjects for Alerts the User can either use the AR # feature OR search the NACM Business Credit Services database. ¹ The AR # feature only applies to Members who contribute their monthly AR file to NACM Business Credit Services. 1. Enter AR # and click SEARCH, or 2. Enter a portion of the Business Subject information and click SEARCH. If the Subject is found in the database, select the Business Subject and proceed. If the Subject is not found, click CREATE NEW SUBJECT or NEW SEARCH to re-search the database using different criteria. 3. Once the Business Subject information has been entered, enter an Amount (if applicable), Alert Code and Comment (if applicable). 4. Click SUBMIT The NACM Business Credit Services Staff will review the Alerts and either Approve or Reject them. Approved Alerts will be sent to all contacts within a Group(s) via . The Alert data is retained on the Business Subject Credit Report as historical data. If an Alert is Rejected, only the reporting member will receive an from the NACM Business Credit Services Staff stating the reason the Alert was rejected. WebCMS / CICNetwork 22

24 Click ALERT SUBMITTAL to enter your Alerts and share pertinent information with fellow group members WebCMS / CICNetwork 23

25 ALERT SUBMITTAL Member s can search Business Subjects by using their AR # ¹ OR searching the NACM Business Credit Services database WebCMS / CICNetwork 24

26 Select a Business Subject from the Search Results list, OR Create New Subject or perform a New Search WebCMS / CICNetwork 25

27 Complete the required fields and SUBMIT WebCMS / CICNetwork 26

28 Claims Collections Click NEW CLAIM to submit a new claim to NACM Business Credit Services Enter the requested information on the Collection Placement Form Upload any pertinent documentation to support the claim Click SUBMIT Reports Click VIEW CLAIMS to view claims placed, can select PRINT PDF to create a file Click PENDING CLAIMS to view claims that are pending with the affiliate/not yet processed Click COLLECTION ACCOUNT SUMMARY to query different options and create your own summary report Click PLACEMENT SUMMARY to review a summary of recent claims submitted. The report shows how many claims placed in a given month, the amount placed and amount collected Click COLLECTION SNAPSHOT to view 12-month collection history along with a YTD comparison from previous years WebCMS / CICNetwork 27

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30 Complete the online Collection Placement Form and upload any documentation to NACM Business Credit Services WebCMS / CICNetwork 29

31 View Open Claims and select line item to Add Note for Collectors WebCMS / CICNetwork 30

32 Use the Placement History report View to Open view Claims the # and of claims select placed, line item dollars to Add placed, Note amount for Collectors collected, etc. WebCMS / CICNetwork 31

33 Use the Collection Account Summary to query various options and create your own report WebCMS / CICNetwork 32