Navigation:  Loans > Loan Screens > System Setup Screens > Client Code Setup Screen > Loan Action Codes

The Loan Action Codes version of the Client Code Setup screen is used to establish which action codes will appear in the pop-up list for the Actions field. This field is found on the Loans > Account Information > Actions, Holds and Event Letters screen, as well as the Actions/Holds/Events tab found on many CIM GOLD screens such as the Loans > Marketing and Collections screen and Misc Secured F/M Data screen.

 

Check the boxes next to action codes you want to appear in the Actions field for employees at your institution who use CIM GOLD. This action indicates some manual action required on this loan, which should be performed on the date shown in the Dates fields, respectively.

 

You can add to this list of action codes by completing the following steps:

 

1.Access the Loans > System Setup Screens > Action Code Descriptions screen.

2.Scroll to the bottom of the screen and click <Create New>, then fill out the applicable fields with the new action code to be added.

3.Click <Save Changes> and then the action code should appear in the actions list on this screen.

 

Action codes describe a future action and indicate that some manual action may be required on this loan on the action date.

 

You can click <Select All> to place a check in front of all the listed action codes, or click <Unselect All> to deselect all the boxes.

 

If you check the boxes your institution wants and then click <Save>, and then later you click <Unselect All>, if you click <Re-Mark>, the boxes you previously selected will have checks again.