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Restore Credit Reporting for an Account

Use the Summary tab on the CB Detail panel to restore credit reporting for an account that you prevented from reporting. You must have the CBR Prevent Flag and Undo Delete Permission.

To restore credit reporting for an account

  1. With an account displayed in the Work Form, do one of the following:

    • At the top of the Panels section, click the name of the currently displayed panel (for example, Phones, Notes) and then click Credit Bureau Reporting.

    • From the Info menu, click Credit Bureau Reporting.

The CB Detail panel appears, with the Summary tab selected.

CB Detail panel - Summary tab

  1. Click Restore Reporting. A confirmation dialog box appears.

  2. Click OK. The system includes the account in subsequent credit reporting evaluations.

Related Topics

Credit Bureau Reporting

Credit Bureau Reporting Codes

Credit Reports