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Credit App Account Types page:

Used to define Account Types that can be selected on your organizations Credit Application form.  E.g. “Mortgage”, “Credit Card”, “Secured Loan”, etc.

 

 

  • Description - enter a name of up to 30 characters describing the Account Type. 
  • Active -   set to Yes to list this Account Type as a valid choice in the Account Types list box on the Credit Application form.  Set to No to disable this Account Type.

 


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