- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
WorkFlow Designer Help
Request CBR
Use the Edit Request CBR Activity dialog box to specify the criteria for requesting a Credit Bureau Report (CBR) the next time a user creates a CBR request file. For accounts with a desk assignment, the requests that this activity creates don't affect the number of Credit Bureau requests that a desk can request monthly.
To modify a Request CBR activity
-
Create or open a workflow with a Request CBR activity. For more information, see Create a Workflow or Modify a Workflow.
-
On the workflow tab, double-click the Request CBR activity. The Edit Request CBR Activity dialog box appears.
-
Click the type of report to request for the account.
-
To request a report for any co-debtors on the account, select Request report for codebtor.
-
Click OK. WorkFlow Designer updates the Request CBR activity in the workflow.