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Miscellaneous Services field group

Navigation:  Customer Relationship Management Screens > General Information Screen > Summary tab >

Miscellaneous Services field group

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This field group displays the status of miscellaneous services on the customer account (pertaining to the indicated household, if the household search field is in use).

 

crmgi_misc

 

The fields in this field group are as follows:

 

Field

Description

Service Charges

 

Mnemonic: DMSVC1/DMSVCD

This field indicates whether service charges are assessed on the account. Service charge codes are set up for your institution on the Deposits > Definitions > Service Charges screen and applied to individual customer accounts on the Deposits > Account Information > Service Charge Fields screen.

Safe Deposit Box

 

Mnemonic: N/A

Currently, no GOLDPoint Systems' clients use Safe Deposit Boxes. These help topics have been removed.

Card

 

Mnemonic: N/A

This field indicates whether a card (such as credit or debit) is used with the account. Currently, no GOLDPoint Systems institutions offer cards for deposit accounts. For information concerning cards for loan accounts, see help for the Loans > Cards and Promotions screen.

GOLD HomeBanker

 

Mnemonic: DMGDIN/LNINXF

This field indicates whether the account has access to GOLD HomeBanker.*

GOLDPhone

 

Mnemonic: DMGDPH/LNGPXF

This field indicates whether the account has access to GOLDPhone.*

 

*See help for the Remote Banking PIN Expiration field on the Deposits > Account Information > Additional Fields screen to learn more about remote banking features.

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