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Customer Relationship Management

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Customer Relationship Management

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Enhancement

Description

New Mobile Registered User Field

 

CMP: 15687

Work Order: 59822

Institution: 378

 

CIM GOLD version 7.21.6

 

Note: This CMP requires Host Build 0301 to function properly.

A new field is available in CIM GOLD to indicate which customers have registered for your institution's mobile app. The new Mobile Registered User checkbox field (NDMRUR) can be viewed and edited on the Customer Relationship Management > Households screen > Names tab > Detailed Personal Information tab as well as in the Borrower Information field group on the Loans > Marketing and Collections screen > CIF tab (see below).

 

This new field was requested by one particular institution, but it is available for any other institution who wishes to use it. At present, this field is only used for for manual adjustment and reference purposes. In other words, checking this box (or leaving it blank) does not affect any other fields or functions in CIM GOLD.

 

New Mobile Registered User checkbox on the Loans > Marketing and Collections > CIF tab

New Mobile Registered User checkbox on the Loans > Marketing and Collections > CIF tab

 

 

 


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