CRISworks Enhancements

//CRISworks Enhancements

CRISworks Enhancements

We hope you have noticed that CRISworks now looks a little different. This is because we have updated the site and changed some things to make it easier to use. We have also added some new features that you may be interested in.

New look: CRISworks has been updated so that it is easier for you to use. There is now a user-friendly menu layout on left hand side. And all your options are now visible rather than having to hover your mouse over the menus like before.

Be assured that all the features or CRISworks are still there. It’s just that some are in slightly different places. If you can’t find something or would like a quick overview on what has changed, please give us a call on 09 520 0626 or 0508 CREDITWORKS. We are happy to help.

Search by Company Name: Searching using a company name has an “Exact Match” option that is there by default. This means that the search will only display search results where the text you type either exactly matches, or is a prefix for company names, previous names, or trading names. The search will automatically assume the name ends with “Limited” so there is no need to type that word. If you want to turn this option off, just un-tick the box.

CompanyWatch: The CompanyWatch and Watch-My-Ledger monitoring tools have been updated to give you more choice as to which company changes you want to be notified of. There are now 11 categories to chose from. For example, you can now receive director changes without also getting director address changes. You can see these in the CompanyWatch pages in CRISworks.

Note: Your existing selections will be kept the same until you decide to change them. The exception however is director address changes, which have been switched off. If you still want to receive director address notifications please contact us or alternatively reselect that option in your CompanyWatch set-up page.

Reports: The reports pages have been tidied up. There is no longer a single page from which all reports are launched. Instead each report has its own page and an associated menu item in the side menu. Hopefully, this will make it easier for you to find the report you want to run.

TIP: We love to chat to customers about changes to CRISworks and how the system can help. We also have vast experience in credit management so remember to give us a call to discuss anything credit management. We can be contacted on 09 520 0626 or 0508 CREDITWORKS.

By |2014-09-24T22:44:15+13:00September 24th, 2014|Uncategorized|0 Comments

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