New Accounts |
  
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Navigation: Deposit Screens > Definitions Screen Group > Event Setup Screen >
New Accounts |
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This event runs daily in the afterhours. If this box is checked, letters will be generated for new customers. If a customer already has an account and opens a new one, a letter will not be created. If a customer opens multiple accounts on the same day, this event will not be created for the customer. If you want to send letters to your customers for every new account they open, check the Select All New Accounts box (see below), too. This choice will override the new customer letter.
You need to choose the number of days since opening that you want letters generated for new accounts for new customers. Any number of days can be used; however, only 10 values can be entered in the Run Options fields (see below). Each day has a separate event number. The first day’s event number is 5030, the second is 5031, third is 5032, fourth is 5033, fifth is 5034, sixth is 5035, seventh is 5036, eighth is 5037, ninth is 5038, and tenth is 5039.
Event Number: 5030-5039, 5130-5139 (No Mail - See the main Event Setup Screen help for more information on the No Mail Option.)
Event Letter: 0001 = Checking, 0002 = Savings, 0003 = Certificate, 0004 = Retirement
See the following options involving this event:
Checking the New Accounts field to the left of this checkbox produces letters for new accounts for new customers (no existing accounts). Checking this field (Select All New Accounts) allows you to produce letters for all new accounts for old or new customers. This option will also produce letters for each account opened for the same customer on the same day. The same Event 5030 will be used. (See the New Accounts help for more information on event numbers.) Both New Accounts and Select All New Accounts must be checked to get "All New Accounts" letters. |
A new account will create an event record on the days since opening that you specify unless the owner of the account already has accounts with your institution. For example, if you want a letter to generate on the first day an account is opened, counting the date opened as the first day, and every week after, then type "1," "8," "15," "22," "29," and "30" in the Run Options fields. If an account is going to reach a specified date on a non-processing day, it will be pulled in the processing day before it reaches the date specified in the Run Options field. |
