Navigation:  Customer Relationship Management Screens > Households Screen > Accounts tab > Description

Entry: User, alphanumeric

F/M: Yes

Mnemonic: NTADSC

Screen: Customer Relationship Management > Households > Accounts tab

 

Use this field to indicate a brief description of the account being added to the selected household (or the account selected in the Accounts list view).

 

Note: When adding an account to a household, the account must have already been created in the Loan, GOLDTrak PC, or Deposits system. You cannot create new accounts on this screen.