Dealer System > Options Screen

Using the Options screen within the Dealer System in CIM GOLD, you can set plan, dealer, account, and file services options that affect what appears on the rest of the Dealer System screens and dialogs. You can also select what entities are used throughout the Dealer System.

In most cases, an administrator at your institution will set these options for your institution during the initial setup of the Dealer System. However, you can change these options at any time.

This screen allows you to:

•Select the entities used

•Select the file services options

•Set up account options

•Set up dealer options

•Set up plan options

•Set up third parties

Additional Information

For an example of this screen and definitions of each of the fields on this screen, see the Options Screen Details section.

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