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

The list view on this tab displays all product codes that are ready to be assigned to the customer account via processing through GOLDTeller® Platform. Once a product appears in this list view and its information on the Account Information, Account Names, Account Address, and Related Products tabs are correct, click <Send to Platform> to finish processing the account in GOLDTeller® Platform.

 

Customer Relationship Management > Customer Profile Screen > Platform Tab > Products Tab > Selected Pending Products Tab

 

Products are added to this list view from the Matched Prod Codes and/or All Prod Codes tabs (using the <Add> button). They can also be added from The Recommendations list view at the top of the Platform tab. Products can be removed from this list view using the adjacent <Remove> and <Remove All> buttons.

 

If a product has been added to this list view, its additional product options cannot be edited on the Related Prod Code Choices tab. Instead, these options must be edited on the Related Products tab.

 

Click on a column header to organize the list view by that column's information type. Product codes are created and set up for your institution on the Deposits > Definitions > Product Codes screen.