Navigation:  Customer Relationship Management Screens > Households Screen > Accounts tab > Type

Entry: User, alphanumeric

F/M: Yes

Mnemonic: N/A

Screen: Customer Relationship Management > Households > Accounts tab

 

Use this field to indicate the type of account being added to the selected household. This information is not changeable for previously existing accounts selected in the Accounts list view.

 

Possible selections in this field are:

 

 

Note: When adding an account to a household, the account must have already been created in the Loan, GOLDTrak PC, or Deposits system. You cannot create new accounts on this screen.