Installation - Step 4

Information on getting started with LASER Credit Access.

STEP 4: Page Layout – Contact

For our next step we need to add a few things to the contact record, which we weren’t able to do until we added an actual contact (as we did in the last step).

With your new contact open, click on “Edit Layout”.

Scroll down in the box and click on “Related Lists”.

Find the “Personal Credit Report” box and drag it into the Related Lists section.

Click the wrench icon for Personal Credit Report.

Select an item from the “Available Fields” list and then click the “Add” button to add that item to the “Selected Fields” list. Repeat this process until all of the fields that you want to see are in the “Selected Fields” list. When you’re done, click “OK”.

Now we need to repeat the click-and-drag process for “Credit Report Logs”.

Find “Credit Report Logs” and drag it to the Related Lists section.

Click the wrench icon for Credit Report Logs.

Select an item from the “Available Fields” list and then click the “Add” button to add that item to the “Selected Fields” list. Repeat this process until all of the fields that you want to see are in the “Selected Fields” list. Please note that you MUST add both “Error Message” and “Status” to the “Selected Fields” list.

When you’re done, click “OK”.

Complete the process by clicking “Save”.

Return to the top of the page and select “Fields”.

Use the scroll bar to find the “Social Security Number” field. You can also use the “Quick Find” search bar.

Drag the “Social Security Number” to where you would like the field to be located on contact records. Finish by clicking “Save”.

Repeat this click-and-drag process with the “Pull Credit Report” field.

You’re now ready to move on to the next step. Click the button to proceed.