Customer Relationship Management Screens > General Information Screen

This screen displays general information about the selected customer.

The Household search field at the top of this screen (regardless of which tab is selected) can be used to indicate which specific household (attached to the customer) will have its information displayed on this screen. To do this, simply enter a household number in the field and press <Search>. If the household number is valid, that household's information will appear in the fields on the screen. If you are unsure what household numbers are attached to the selected customer, use the Household field on the Summary tab to view a list of available household numbers.

Press <Clear Search> to remove the indicated household number and resume viewing all of the customer's information for all attached households in the fields on this screen.

Customer Relationship Management > General Information Screen

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

The tabs on this screen are as follows:

Record Identification: The fields on this screen are stored in the FPNM, FPDM, FPLN, FPND, FPMA, FPNA, and CSCI records (CIF Household, Deposit Master, Loan Master, CIF Name, Multiple Borrowers, CIF Address, and Customer Information). You can run reports for this record through GOLDMiner or GOLDWriter. See FPNM, FPDM, FPLN, FPND, FPMA, FPNA, and CSCI 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.