To Begin Using your copy of Credit Watch Express you must do these three things:
What Is a Client List?
A Client list is merely a list of your customers, companies, or owners that CreditWatchExpress uses to match against. We do not use this information whatsoever, and it always remains on your computer in the program's local database. If you need this information to remain secure in your own company, you may of course choose to 'Enable an Administrator Password'. Once enabled, when CreditWatchExpress loads, you will be asked for a password before you will be allowed to continue.
Your Client List is a very necessary part of the program. Without this list when you attempt to search for things, the only type of search that will produce any results will be the 'Doc Code' Search. The 'Match By Both' search and the 'Match By Customer' search both use this list to make matches.
To Import A Customer List
Once you have opened the program and you are on the main form you will see that there are three buttons on the left. Those buttons are 'Client Data', 'Update Data' and 'Search Data'. Following are the steps you should follow to correctly import a file into your Client List.
Step 1. The first thing you need to do is click on the 'Client Data' button. You will see a screen just like the screenshot following (fig 2a).
Step 2. Click on the Import button to bring up the Open File Dialog Box (fig 2b).
(Fig 2a)
Step 3. The next thing you should do is select your CSV (Comma Separated Values) file. Click here to see what format CreditWatchExpress requires the CSV files to be in. Headers are required, but it is not necessary to have the exact same field names we use. At minimum you must have at least a company name field.
(Fig 2b)
Step 4. Once you have chosen your CSV file, CreditWatchExpress will show the Import Dialog. Here you tell the program which fields in your CSV correspond to fields in our program. Refer to figure (4a) to see what each of the controls on the Import Dialog do.
Step 5. The next thing that you must do is drag the field names from the box on the left into the respective boxes on the right. Refer to figure (5a) to see how this is done.
(Fig 5a)
Step 6. Select 'Ok' to Save. A dialog box will come up showing you how many were successfully imported. If any are duplicates (they are already customers in your 'Client List'), then they will not be added again. |
How is my data updated?
CreditWatchExpress is designed to automatically retrieve updated data from our servers. Data is posted every Monday morning. It is only necessary to update your data once a week. Data files are small in size, so they're quicker to download.
How do I update my data?
Data is updated in a few simple steps.
Step 1. Open the Form The first thing you need to do is click on the Update Data button. (Fig 1A) This will launch the Update Data as shown in Figure 2A.
Step 2. Updating Data
You will need to provide the user name (e-mail) and your password (as shown in Figure 3A) that you set up at the CreditWatchExpress website when you registered for the program. You will only need to supply this information once as CreditWatchExpress will save this automatically. Simply click Sign In and the program will begin updating as shown in Figure 3B
Registered User
Registered users only need to hit the Update Data button and the update will commence as shown in Figure 3B.
Step 1: For Evaluation Users you can update the data by clicking the Get Latest Data button as shown in Figure 4A.
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In This Section, the various different types of searches, whether they are saved searches, or just specific ways of searching, are listed and described in detail. Here is a list of the different searches in this section:
Types of Searches 4. Running A Derogatory Search
Saved Searches |