History Configuration Screen |
  
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Navigation: Queue Screens > Collection Screen Group >
History Configuration Screen |
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Use this screen to indicate how employee comments and action code comments are color-coded in the CIM GOLD Loans and Collection systems.
If necessary, GOLDPoint Systems can color-code the comments of certain groups of employees at your institution, rather than individual employees. For example, all regional directors can be designated with a certain comment color scheme. Contact GOLDPoint Systems if your institution wants this screen set up for employee groups.
Queues > Collection > History Configuration Screen
To Color-Code Comments:
Click <Create new Employee Number Entry> or <Create New Action Code Entry>, indicate the Employee Number or Action Code number to be assigned a color scheme, then indicate the Foreground and Background colors to be used when that employee or action code enters a comment into the system. Click <Save> to save the color scheme and add it to the list view on this screen.
Employee color codes designated on this screen will be applied when the indicated employee enters a comment on the Comments screen.
Action Codes are applied to customer accounts on the Loans > Account Information > Actions, Holds and Event Letters screen. Institution-defined Action Codes can be set up on the Loans > System Setup Screens > Action Code Descriptions screen.
All comments on a customer account can be viewed on the Comments screen.
In order to use this screen, your institution must:
•Subscribe to it on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for it on the CIM GOLD tab of the Security > Setup screen. |
