Credit Money Machine Basic Setup & Training

From the Quick Menu: Enter in the Company area
 
 
Once, in the Setup area enter as much information possible about your company.
Once finished click the Back button to exit
 
 
Now, click on “Enter Personal Information”
 
 
Once here, enter your personal information
At least, your name, phone, email and position. Click the Back button to return to the Quick Menu.
 
 
Now, click the Template Manager button.
 
 
Click on the Category field and select “DEFAULTS (PERSONAL) SPINNER DNA”
 
 
Now, click on the “D” button at the top of the rightmost column.
 
 
Then, click on TAG to check all boxes in the column.
 
 
Now, click “Add Client” to add your first client.
Notice the 3 letters “C” that stand for Client and the “C” at the left of the name field.
 
 
Click the User Defined Fields Link to enter the Social Security and Date of Birth of your client.
 
 
Enter the data of your client including the Social Security and Date of Birth as appropriate.
 
 
Now, click “Extract Disputes” to enter the extraction area.
 
 
Once here, read the extraction instructions to know how to copy the credit report of your client into the Credit Money Machine.
As test use www.aoox.com/crsample Grab the report by clicking Control+a and then Control+c to copy it to the Windows clipboard.
 
 
Now, click “Paste Credit Report” to paste the report from the Windows Clipboard.
 
 
Then, click on the button identified with #2 to extract the Disputes from the Credit Report.
 
 
Once the screen becomes blank again, click one of the buttons identified with #3 to see the disputes extracted.
In this case we will select the number #3 at the left.
 
 
Now, you should be seeing all disputes extracted. Click on Print Setup to select your printer.
 
 
While there are many options in this screen, the default functionality would be to click the “Find All Due to Print” button (#2 button).
 
 
After clicking #2, the disputes due will be selected then click “Print Disputes” (#3 button) to print them.
You should choose SELECTED from the dialog.
 
 
Once the Disputes are printed, the status will change to IN PROGRESS and you will receive instructions on what to do next like printing envelopes, etc.
 
 
At this point, our advise is to explore the many capabilities of the software.
Many icons will provide information by hovering the mouse on top of them.