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2. 2www.nacmtampa.com Home Page

3. 3 Member Login Page

4. 4 Menu of Options Menu of Options Page Menu of Options Page may look different for all Users - Group Functions, Reports & Downloads will change periodically

5. 5 Meeting Reservation User submits names of meeting attendees and the number of reservations needed

6. 6 Credit Report Search Ordering Credit Reports Ordering Credit Reports

7. 7 Credit Report Search User may search the database by using customer name, address, city, state or telephone number or any combination together User may search the database by using customer name, address, city, state or telephone number or any combination together LESS is MORE…

8. 8 Credit Report Search Results

9. 9 Complete Credit Report Complete Credit Report, as selected by User on Complete Credit Report, as selected by User on Results Page

10. 10 Member Lookup To find out who a member is that appears on a credit report click here To find out who a member is that appears on a credit report click here

11. 11 Type in the member number you want to identify. Type in the member number you want to identify.

12. 12 The member’s information will appear here. The member’s information will appear here. Please note, this service only works for NACM Tampa Members listed on the report. For the identity of a member from another NACM Bureau, please email the Admin Assistant for your Group. They will email that NACM, who will gain their member’s authorization first.

13. 13 Member Profile Report Search To order a “Member Profile Report” click here

14. 14 Member Profile Report Search Select the member(s) you want to view in detail

15. 15 Member Profile Report Search

16. 16 Member Profile Report Search If you already have the credit report on file and you just want a member profile report click here.

17. 17 Member Profile Report Search Type in the NACM ID number for the credit report you want. Type in the NACM ID number for the credit report you want.

18. 18 Member Profile Report Search

19. 19 Member Profile Report Search

20. 20 Account Monitor Service Account Monitor is a process to inform the User of a number of companies for whom they Account Monitor is a process to inform the User of a number of companies for whom they should consider retrieving Credit Reports for. Criteria is selected by User and predetermined on the server. Criteria is selected by User and predetermined on the server. Criteria can be modified at any time

21. 21 Account Monitor Results

22. 22 Group Flash Report Entry Click here to submit information for the Flash Report

23. 23 Group Flash Report Entry User enters AR number & the system automatically enters data. User must select code and enter amount. If the entry is urgent, like a bankruptcy or fraud – change the express group notification to YES

24. 24 Completed Flash Report When the flash report is complete, members who participated will be able to download from here.

25. 25 Completed Flash Report

26. 26 Account Submittal To submit your accounts for the next credit report booklet, click here

27. 27 Account Submittal …OR User enters information on companies requested for meeting booklet Type in your customer’s account number and the fields will fill in automatically (this service is only available to member who submit their aging to NACM.

28. 28 Account Submittal Review & Editing User may edit or delete a submittal by clicking on the specific account

29. 29Worksheet If you do not submit your aging, click here to fill out your trade information on the worksheet.

30. 30Worksheet - User clicks on - User clicks on specific companies to add trade data

31. 31 Worksheet Entry & Editing User enters enters trade data on specific companies requested for meeting booklet - User clicks on ‘update’ or ‘delete’ to transmit data

32. 32 Worksheet Review User can review Worksheet Entry information User can view & print their data which was entered via the Worksheet Entry Page

33. 33 Worksheet Completion User is requested to notify Association when ALL data has been entered User is requested to notify Association when ALL data has been entered User does not have to enter ALL data at one time

34. 34 Retrieving Credit Report Booklet If you’ve never downloaded a credit report booklet before, you must download SwiftView or Adobe reader

35. 35 Retrieving Credit Report Booklet Open your credit report booklet here.

36. 36 Non-Member Credit Reference Service Non Members Click Here for a credit reference.

37. 37 Non-Member Credit Reference Service

38. 38 Non-Member Credit Reference Service They must agree to the Use Agreement

39. 39 Non-Member Credit Reference Service They must fill out information about themselves if they have not used the service before

40. 40 Non-Member Credit Reference Service They then must select which participating member’s reference they want.

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42. 42 Credit Reference Monitoring The member using this service can monitor what companies are obtaining references from the REPORTS section.

43. 43 Credit Reference Monitoring The member can track who is obtaining references and even deny further access if they are uncomfortable with the company obtaining references or the number of times they are using the service.

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