Customer Profile Screen |
  
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Navigation: Customer Relationship Management Screens >
Customer Profile Screen |
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Use this screen to view and edit general information about a selected customer or household and set up a new deposit account through GOLDTeller® Platform.
Customer Relationship Management > Customer Profile Screen
The Customer Info tab on this screen functions identically to the Customer Relationship Management > Households screen. The Comments tab functions identically to the Customer Relationship Management > Comments screen. See help for those respective screens to learn how to navigate these tabs.
Use the Platform tab to set up new customer deposit accounts through GOLDTeller® Platform. See help for the Platform tab for more information.
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Record Identification: The fields on this screen are stored in the FPND, FPP0, FPE0, CSSI, CSCI, CSNT, CSCN, and CSCQ records (CIF Name, CIF Phone Numbers, CIF Email Addresses, Special Instructions to Teller, Customer Information, Customer Comments, Customer Comment Types, and Contact Queue Definition). You can run reports for this record through GOLDMiner or GOLDWriter. See FPND, FPP0, FPE0, CSSI, CSCI, CSNT, CSCN, and CSCQ in the Mnemonic Dictionary for a list of all available fields in these records. Also see field descriptions in this help manual for mnemonics to include in reports. |
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In order to use this screen, your institution must:
•Subscribe to it on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for it on the CIM GOLD tab of the Security > Setup screen.
•Set up the desired field level security in the FPND, FPP0, FPE0, and CSCI records on the Field Level Security screen/tab. |
