FAQs

DueDil Migration

• How to find and download credit reports - Comparison with DueDil Webapp
• How to find PEPs & Sanctions - Comparison with DueDil Webapp
• Searching for and running checks on a person - comparison with DueDil WebApp
• Exporting Data - comparison with DueDil WebApp
• Checking Company Financials - comparison with DueDil WebApp
• Searching for Companies - comparison with DueDil WebApp

nCino on Mobile Devices

• Add FullCircl to your Phone Home Screen or Desktop Favourites
• Using ‘Email’ Sharing Actions (Social Gestures) on a mobile device

Service Status

• Service Status

GDPR

• GDPR FAQs
• Can I use nCino to research and market to new prospects and existing customers post-GDPR?

Connect FAQs

• Filtering to Remove Finished Screenings
• How to Stop Tracking Companies in nCino
• What are the differences between Screening and Tracking?
• Understanding the Delphi score
• Understanding Key Data

Accessing nCino

• nCino's Mobile Optimised View
• I'm seeing a different version of nCino than I'm used to
• I can't remember my login details, can I reset them?

Managing Companies in nCino

• Ownership - What is a parent company?
• How do I add a company to my watchlists?
• How can I use the topic cloud?
• Can I add companies in bulk myself?
• How do I delete companies from my watchlist?
• How to do I remove a shared Watchlist?

Managing News in nCino

• Refining your Results - the differences between Company Keywords, Watchlist Topic Filters and Triggers
• What can I do with my watchlists?
• How do I get news from international sources?
• How do I improve my results with Topic Filters?
• Can I change the order in which my watchlist news appears?
• I have companies that I'm not receiving any news for, why is this?

Managing Corporate Data in nCino

• Why have the Delphi Scores suddenly changed?
• What is a LEI number?
• Does nCino provide information on County Court Judgments/CCJs?
• How is the Growth Indicator calculated in the data changes for each company I am following?
• My company has an overseas parent, can I add it?
• Estimated figures - Turnover/Employee Count

Social Media

• How do I add my nCino Certification to LinkedIn?

Engage FAQs

• Why is the data telling me two different things?
• Understanding Company Status
• What type of documents do companies have to submit in the UK?
• What is a Gazette notice?
• Company Size and Filing Obligations
• Exporting Mortgages & Charges data - Column definitions

See all 25 articles

Your Role

• I am in a Sales Support role, how can I assist my team?
• I'm an Account/Relationship Manager, what is the best profile set up?
• I'm a BDM, what is the best profile set up?
• I'm an Account/Relationship Manager with a proportion of Business Development, what is the best profile set up?

Miscellaneous Questions

• Setting up an Alternative Email for Alerts
• How can I change my default email client?
• How is the nCino Social Seller Score calculated?
• What do I do if my question isn't here?
• Your nCino Score