Customer Relationship Management > Customer Relationship Management Screens > CIF Relationships Screen

The list view on this tab displays account information associated with the selected customer household. Household information is edited on the Customer Relationship Management > Households screen.

cifrelationshipsscreen

Customer Relationship Management > CIF Relationships screen, Account CIF Info tab

The information displayed in this list view includes household members' Account Numbers, Name Types (Primary or Secondary), Names, Ownership and Conjunction status (as designated on the Households screen), Address Type (Mailing or Physical), and Address. Click on any column header to organize the list view by that column's information type.

Account numbers are accompanied in the list view by a letter code that indicates the account type. Valid account type codes are:

L - Loan

S - Savings

C - Certificate

K - Checking

V - Visa

A - ATM Card

D - Debit Card

M - MasterCard

R - Retirement

	Note: The Show Details checkbox field is visible above all tabs on this screen, but it is only used on the Address Uses tab.