Dealer System > Institution Configuration Screen

Use the many tabs on the Institution Configuration screen to input data about the institution, modify email templates, create new drop-down lists, etc. The Institution Configuration screen is used to configure institution-specific settings for institutions using eGOLDTrak. Changes made to this screen affect only the selected institution.

See each of the following tabs for a description of the fields and buttons that appear on that tab:

•Institution Data Tab

•Program Logic Tab

•Email Configuration Tab

•Dropdown Configuration Tab

•Imports Tab

•Queues Tab

Additional Information

For an example of this screen and definitions of each of the tabs on this screen, see the Institution Configuration Screen Details section.

This screen is accessed by going to Dealer System > Institution Configuration screen in the CIM GOLD tree view.