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

The Loan Hold Codes version of the Client Code Setup screen is used to establish which hold codes will appear in the pop-up list for the Holds 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 screens such as the Loans > Marketing and Collections screen and Misc Secured F/M Data screen.

 

Check the boxes next to event letters you want to appear in the Holds field for employees at your institution who use CIM GOLD. The hold codes reflect any restrictions for this account. Up to four hold codes can be selected for each loan.

 

Click <Select All> to place a check in front of all the listed hold 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.