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The following help topics linked below explain how to carry out basic functions in CIM GOLD. Some topics are explained on this page, and others redirect to other help files in DocsOnWeb.
Use these topics to learn how to:
See help for the Security > Terminated Employee Deletion screen for more information. |
See General Navigation Information for more information. |
Select Print Screen from the CIM GOLD Main Menu Bar. |
See help for the Security > Reset Passwords screen for more information. |
See help for the Security > Reset Violations screen for more information. |
See help for the Customer Search screen for more information. |
See Using Help for more information. |
CIM GOLD can be set up so that employees only have access to screens that are pertinent to your institution. To learn more about this feature, see help for the Security > Subscribe To Mini Applications screen in CIM GOLD. |
See CIM GOLD Security for more information. |
Comments can be entered by employees at your institution to inform other employees about notices, instructions, and updates on a customer account. These comments can be viewed, entered, and edited from various screens in CIM GOLD. To learn more about this feature, see help for the Customer Relationship Managmenet > Comments screen in CIM GOLD. |
See Profile Setup for more information. |
Queues are organized lists of employees’ activities that should be accomplished during the day relating to customers.
There are two types of queues: Contact and Collection.
•Contact queues are more for contacting customers concerning loan renewals, birthdays, or account retention. •Collection queues are used to contact customers to encourage them to make payments on their delinquent accounts.
Queues are set up by a supervisor and organized into different queues by date. See help for the Queues system for more information. |
To learn how to set default screens for customer accounts, see Setting up Speed Keys. |
See the User Defined Help function in the Main Menu Bar Help topic for more information. |
See User Preferences for more information. |
See Using Help for more information. |
See Calculate Offline Password on the Main Menu Bar Options help page for more information. |