Setting Up Credit Reports
If you are setup with a credit reporting account such as NACM or Creditsafe, you have the option to view the reports in SARA.
To setup a Creditsafe integration in SARA, click the following:
To setup a NACM account in SARA, click the following:
Reviewing Credit Reports
To review a customers credit report, search for a customer using the customer search bar
***A customer must be selected first in order to continue***
Once a customer is selected, navigate to "Inquires By Account Credit Inquiry".
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On the Credit Inquiry page, click the "Search" button search for a credit report for the selected customer.