Navigation:  Loans > Loan Screens > Marketing and Collections Screen > Actions/Holds/Events tab

Using this screen you can complete the following tasks:

 

•Set up actions that need to be taken on particular accounts.

•Designate hold codes which indicate certain restrictions on accounts.

•Establish event letters that need to be sent out to account owners regarding specific activity on their accounts.

•Print a credit report from GOLDTrak PC. Click <Print Credit Report> and CIM GOLD will transfer this account's information to GOLDTrak PC, where the credit report will be printed.

•Set up client-defined alerts for an account by clicking <Set Alerts>. Note: The <Set Alerts> button displays only if Institution Option SUDA is set to "Y."

 

This tab functions identically to the Actions, Holds and Event Letters screen. See help for that screen for more information about the function of this tab.