Navigation:  Customer Relationship Management > Customer Relationship Management Screens > CIF Relationships Screen > Household Info tab

The list view on this tab displays all Account numbers, Names, and Addresses associated with the selected customer household. Household information is edited on the Customer Relationship Management > Households screen.

 

Customer Relationship Management > CIF Relationships Screen

 

Account numbers are accompanied in the list view by a letter code that indicates the account type. Valid account type codes are:

 

L - Loan

S - Savings

C - Certificate

K - Checking

V - Visa

A - ATM Card

D - Debit Card

M - MasterCard

R - Retirement