Sometimes, a customer may accidentally enter an incorrect or outdated email address for one of their trade references. In other cases, you may already have more accurate contact information for the trade reference and want to update it so the request reaches the right person.
If you need to resend a trade reference request to a different email address, you can update the contact information directly from the application.
Locate the trade reference submitted by the buyer and select Update Contact Info
You will then be prompted to enter or update the trade reference's A/R email address and phone number. Once you've confirmed the new information, click Submit. Nuvo will resend the trade reference request to the updated contact information, allowing the correct person to complete the reference.
Who can update trade reference contact information?
This option is only available to administrators who have the Credit Approver function assigned to their account. This helps ensure that changes to trade reference information are made by users who have the appropriate credit-related permissions.
If you do not see the Update Contact Info option, check your administrator settings to confirm that you are listed as a Credit Approver.
If you need access to this functionality, your administrator function can be updated to include Credit Approver. Once that function is assigned, you'll have the appropriate permissions to update trade reference contact information and resend requests when needed.
Tip: Before updating the contact information, double-check the email address for accuracy. This can help prevent delays in receiving the completed trade reference and keep the application review process moving.
