Navigation: Customer Relationship Management Screens > General Information Screen >
This tab is found on many screens in CIM GOLD and is for informational purposes only. On some screens, this tab is accessed by clicking <View Name Detail> or <View Address Detail> buttons. This tab displays information about addresses connected to a household.
A household is defined as any number of individuals, addresses, and accounts that are related to each other in some way. A business with multiple partners may be a single household, with each partner as a customer of the household, each business office as an address in the household, and a number of accounts including a line-of-credit loan, a mortgage loan, a checking account, and a retirement account for each partner, all tied to the household. A household may also be a single person with one address and one checking account. This information is usually entered at the time the account is opened, either via your institution's website or through ePlatform, GOLDTrak, eGOLDTrak, etc. To edit this information manually, use the Customer Relationship Management > Households screen. If you do not have security access to the Households screen, you can use the CIF tab on the Loans > Marketing and Collections screen, then click the Addresses link. |
The list view at the top of this tab displays all addresses set up in the selected household. Select an address from this list view and information corresponding to that address will appear in the fields below. The Attached Accounts and Attached Names list views at the bottom of this tab display basic information about all accounts and names attached to the address selected in this top list view.
Addresses Tab found on many screens in CIM GOLD
The field groups on this tab are as follows: