Navigation:  Customer Relationship Management Screens > Customer Profile Screen > Platform tab > Products tab > Related Products tab

Use this tab to indicate any additional product options that will apply to the customer deposit account being created. The options on this tab pertain to the product selected on the Selected Pending Products tab.

 

Customer Relationship Management > Customer Profile Screen > Platform Tab > Products Tab > Related Products Tab

 

The possible selections in this field are institution-defined in the Product Design function in GOLDTeller® Platform.

 

If a product selected on the Matched Prod Codes or All Prod Codes tab needs its product options adjusted, use the Related Prod Code Choices tab.