Deposits > Deposit Screens > Definitions Screen Group

Use this screen to set up a list of employees at your institution who are available to be designated as customer account representatives. Once a representative is set up on this screen, he or she can be assigned to a specific customer account using the account's Account Representative field on the Deposits > Account Information > Account Information screen.

GOLDWriter reports can be processed to identify all accounts that a specific employee presides over. Time periods to retain representative information in the system can be adjusted for your whole institution on the Deposits > Definitions > System History Retention screen.

DDAR_acctrepscreen

Deposits > Definitions > Account Representative Screen

The list view on this screen contains the Name and Number of all employees who have been designated as account representatives at your institution. Add employees to this list by clicking <Create New>. Click on any column header at the top of this list view to organize the list view by that column's information type. Click on any entry in this list view to edit or delete a name from the list.

The fields on this screen are as follows:

Field	Description
Number Mnemonic: OROFCD	When creating a new account representative record, enter a unique ID number in this field (up to 4 digits). This number cannot be changed once it is paired with an employee Name and <Save Changes> is clicked.
Name Mnemonic: ORONAM	This field can be used to enter the name of an employee being added to the list (when <Create New> is clicked) or edit an existing employee's name (when the name is selected in the Account Representative list view). The name entered in this field will be paired with the ID number entered in the Number field.

Field

Description

Number

Mnemonic: OROFCD

When creating a new account representative record, enter a unique ID number in this field (up to 4 digits). This number cannot be changed once it is paired with an employee Name and <Save Changes> is clicked.

Name

Mnemonic: ORONAM

This field can be used to enter the name of an employee being added to the list (when <Create New> is clicked) or edit an existing employee's name (when the name is selected in the Account Representative list view). The name entered in this field will be paired with the ID number entered in the Number field.

	Record Identification: The fields on this screen are stored in the FPOR record (Officer). You can run reports for this record through GOLDMiner or GOLDWriter. See FPOR in the Mnemonic Dictionary for a list of all available fields in this record. Also see field descriptions in this help manual for mnemonics to include in reports.