Navigation:  Customer Relationship Management Screens > Households Screen > Accounts tab > Accounts list view

Entry: System, list view

F/M: No

Mnemonic: N/A

Screen: Customer Relationship Management > Households > Accounts tab

 

This list view displays all accounts that are related to the selected household.

 

 

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).

 

You can change information connected to these accounts using the fields on this tab, then clicking <Save Changes>. Select an account in the list view to edit that account's information in the fields on this tab. Certain statements and options determine whether account addresses are used for mailings, as opposed to the addresses listed on the Names tab (see Physical/Mailing Address on the Names tab). Borrowers can have different addresses set up for accounts then what they have connected to their name.

 

For example, a business account may have certain addresses connected to the account, but the person connected to that business may have different addresses connected to their name. The Move To field group on the Addresses tab can help you quickly move addresses from account to name, or vice versa.

 

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.

The information displayed in the list view corresponds directly to information entered in the fields on this tab. Click any column header to organize the list view by that column's information type.