Loan Screens > Marketing and Collections Screen > CIF tab

Clicking the Edit Household Info link from the CIF tab of the Marketing and Collections screen brings up a dialog box, where you can edit all household information (addresses, e-mails, phones) connected to this account owner. This information is originally entered during loan origination or through the Customer Relationship Management (CIF) > Households screen.

Any information that is changed or updated from this dialog box will be saved for every screen in CIM GOLD.

If you want to limit who has access to this link, a security option is available from the Loans > System Setup Screens > Field Level Security screen. In the All Fields field group, click the list icon under Record Type and select “FPFS – Miscellaneous Function Security.” Check the box in front of the following security option: FSCDEM – Can’t Delete E-mail.