Customer Relationship Management Screens > Households Screen > Accounts tab

Entry: User, alphanumeric

F/M: Yes

Mnemonic: NTACTO

Screen: Customer Relationship Management > Households > Accounts tab

This field displays the account number selected from the list view table above. This information is not changeable for previously existing accounts selected in the Accounts list view.

You cannot add or create new accounts from this tab, even though there is a <Create New> button at the bottom of the screen. Instead, accounts are automatically entered onto this tab when they are boarded during loan origination or through GOLDTeller Platform (for deposit accounts).

Note: If your institution boards loans the old way by initializing new loans and running the Open Loan transaction in CIM GOLDTeller, you can then add that account to this household by clicking <Create New>. However, most clients do not originate loans this way. See the How to Initialize a Loan topic for more information.