To perform a GreenID Identification Check for a Client

1. Select the Client.

Alternatively, leave the Client blank to perform an Ad-Hoc enquiry.

2. Select the Branch.
3. Select the Credit Bureau Service to use; GreenID.
4. Select the Product from the dropdown list.

5. Click the button to move to the next screen in the wizard.





6. Tick the Has consent been obtained from the subject of the Enquiry checkbox.

Tick the relevant checkboxes for the checks required.

Running this Credit Enquiry within a New Zealand database only includes the 'Include Dun and Bradstreet Credit Header check' option under 'Enquiry Options'.




7. Click the button to move to the next screen in the wizard.





8. Complete all the relevant fields; these will depend on the options ticked on the previous page. You may need to scroll down the page to view all the fields that require information.

If this is not an ad hoc enquiry, the information will populate from the Client record.

9. Click the button to view the results.




Middle name displayed in screenshot below is a Test Code to show what a passed report would look like. On the live report the Client's Middle name would be displayed.




10. Click button to complete the Credit Enquiry.

If a Client was selected in Step 1, a log will be created and saved to the Client which includes a copy of the report.

Where an Ad-Hoc report was created for a Client not in the database, the report can be searched for and viewed again via the Audit search, which can be found in the menu option, Report, Audit Search.

Button Strip

Icon	Definition
	Add a Log linked to this Service Log
	Print Credit Enquiry
	Save Credit Enquiry to a file
	Email Credit Enquiry
	Save Credit Enquiry as a PDF document
	Email Credit Enquiry as a PDF document
	To open the Credit Bureau Service Log Details form.