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Depending on where you click in CIM GOLD, and what additional features you have, different pop-up selections appear when right-clicking in CIM GOLD.
Right-clicking on most list view tables in CIM GOLD opens up a menu, as shown below:
The functions accessed from this menu are as follows:
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Right-clicking on the left tree navigation allows you to bring up a pop-out screen of CIM GOLD. See Pop-out Screens in the General Navigation Information section for more information.
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After finding and selecting an account, and then accessing any screen in CIM GOLD, you can right-click the screen and a pop-up menu appears. This pop-up menu may be different depending on which features your institution has set up.
For example, if your institution uses File Services Plus, the following menu appears:
For more information on File Services Plus, see the user's guide in DocsOnWeb.
Notice the Send Alert selection:
This function allows you to send either an email or text alert to the account owner. This is part of the Notification System. For more information, see the Right-click Menu Notification Pop-up Screen topic in the Notification System User's Guide.
GOLD Document Imaging
If your institution uses GOLDDocument Imaging, then the following functions appear when you right-click a screen in CIM GOLD:
GOLDPoint Systems is phasing out GOLDDocument Imaging to use File Services Plus instead. |
See these other help pages to learn more system basics:
Basic CIM GOLD Concepts and Terminology
General Navigation Information