Navigation:  Customer Relationship Management Screens > General Information Screen > Accounts tab

The list view on the bottom of this tab displays information about all accounts connected to the selected customer (specifically for the indicated household, if the household search field is in use) if the All Accounts radio button on this tab is marked. If the Select Accounts radio button is marked instead, you can filter what type of accounts appear in the list view by marking the checkbox fields for the account types you want displayed. Possible filters are Deposit Open, Deposit Closed, Savings, Certificate, Checking, Retirement, Loan Open and Loan Closed accounts.

 

Customer Relationship Management > General Information Screen, Accounts Tab

 

The small list view beneath the radio buttons and checkbox fields displays the total balance, institution balance, LOC limit, receivable fees, and accrued amounts for all accounts connected to the selected customer (and indicated household, if the household search field is in use) that meet the criteria indicated by the radio buttons and checkbox fields.

 

This screen is used for informational purposes only. The information displayed on this screen must be adjusted on the appropriate screen in CIM GOLD.

 

Click on any column header to organize the list view by that column's information type.