Linking the Organisation to Creditsafe

Owned by Kasia Jones (Unlicensed)
Jan 27, 2020
1 min read

While creating the Organisation, you have an option to link the company to Creditsafe (should you wish to use Creditsafe built-in features), and also to choose the default Scorecard for this particular Organisation. 

To link organisation with Credit safe you have to click on the tab shown below while creating/editing the organisation - to see more about linking the Organisation to Creditsafe see here.

Make sure to filter through the left side option to choose the correct company, to make sure that you will run the search on the correct organisation. If you are sure that you have correct one found just simply choose it from the list. You can edit this connection at any time and unlink company from Creditsafe should you wish to.