Michael Lindsey
Articles
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Trusted Credit File
Trusted Credit File is a consumer credit reporting agency. Integration Details Once integrated, you'll gain access to the "Pull Trusted Credit File Report" button on the Client Dashboard < Debt...
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Setting Up a CRM Custom Domain
*The following are instructions for setting up Custom Domain Hosting for accounts who have signed up for the additional enhancement. If you have not signed up for this service but are interested in...
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Transaction Memos
This article covers how to create and save custom Transaction Memos. See the steps listed below: 1. Log in to the CRM. Navigate to the Enrollments tab and click Transaction Memos located on the N...
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Company Hierarchies
This article was written to explain Company Hierarchies. Companies are set up within the CRM by going to the Admin tab and selecting Companies. The Companies page will then appear (see the image b...
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Credit Bureau Connection (CBC)
Credit Bureau Connection (CBC) is the industry leader in credit report and compliance solutions. Integration Details The CBC integration is only available for the Student Loans file type. Once ...
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Formatting {DATE} Tags
This article was developed to describe the process to format {DATE} tags. This article was organized into the following topics: Overview How to Format the {DATE} Tag Populating future dates Pop...
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Email Report
This article describes the "Email Report" available within the CRM. The Email Report allows management to track outgoing emails to each client within the system, and by whom those emails are sent...
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Transaction Search
This article was developed to describe how to conduct a Transaction search within the CRM. From the Transaction page, you can look up transactions using several search parameters and filters. Beg...
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ACH Processing Company
Tee ACH Processing Company is a payment gateway that links Centrex to merchant processors. Integration Details: Accepts only ACH Debit transaction type. Centrex CRM accounts with the Multi-Com...
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Calls Report
This article was developed to explain the functionality of the "Calls" Report, available via the Reports Tab within the Centrex CRM. Once you click on Reports Tab, click on the "Calls" option as sh...