Navigation:  Loans > Loan Screens > History Screen > Converted History tab

If the selected customer loan account was acquired from another institution, this tab can be used to view history pertaining to the account from before your institution acquired it. The fields on this tab can be used to indicate parameters for history items to appear in the list view.

 

Use the Start and Stop values for the Date and/or Amount fields to indicate a date and/or amount range to use when searching the system. Use the Teller and/or Transaction fields to search the system for a specific teller and/or transaction code. Once the necessary fields on this tab contain information, click <Display History>. All transactions that match the indicated parameters will appear in the list view on this tab.

 

Loans > History Screen, Converted History Tab

 

This tab is not available for all institutions. If your institution would like to use this tab, submit a work order with GOLDPoint Systems. Institution Option TOCH must be enabled in order to view this tab.