Copyright, Trademark Symbols Available on Receipts

CMP: 12500

Work Order: 56623

CIM GOLD version 7.9.10

We have added the ability for your institution to add trademark or copyright symbols to receipts printed from CIM GOLDTeller, as shown below:

You may need assistance from your GOLDPoint Systems account manager, but the following steps may prove easy enough for you to add it yourself. These steps are for GOLDTeller supervisors who have security access to the Administration Functions in CIM GOLDTeller.

1.First, add your institution name and symbol you want to use to the System Field Dictionary. The System Field Dictionary is found in CIM GOLDTeller under Functions > Administrator Options. Open the System Field Dictonary, then complete the following steps:

a.Click <New>.

b.In the FieldName, enter InstName.

c.In the Constant Data field, type your institution's name, then paste the trademark to use next to your name. This will require you using Microsoft® Word®, inserting a trademark symbol into a document, then copying that trademark symbol and pasting it after the institution name in the Constant Data field. (See this help topic in Word about how to create trademark symbols: Insert copyright and trademark symbols.)

d.Click <Save Changes>. See the example below, then move on to Step 2.

2.Now you need to add that field from Step 1 into the receipts where you want to include your institution's name and trademark. This is done from the Functions > Administrator Options > Print Form Design screen. This is the step that may need help from your GOLDPoint Systems account manager. If you are daring, here are the steps:

a.Select the form you want to change in the Forms list. The selected form will be displayed in the form area. (see a. in the screen example below).

b.Drag and drop the "InstName" field you added from Part 1 above. Drop in the location where you want it to show on the receipt.
Tip: You may want to make sure the field name is long enough to show the full name and trademark. Click and drag the InstName field boundaries to make it longer.

c.Click <Save>.

Now when you print the receipt, your institution's name and accompanying trademark symbol will be included.

Note: We also added the ability to include a trademark symbol on statements printed from Loan History or Deposit History. See Ability to Add Trademark, Copyright Symbol to Loan Statements in the CIM GOLD Options section.

View/Modify Drop-list Modification

CMP: 1278

Work Order: 508519

CIM GOLD: 7.9.10

We have modified the View/Modify Drop-list administration screen slightly in CIM GOLDTeller. If no drop-lists have been created, the screen did not allow for new ones to be created. This has been modified and now if drop-lists have never been created on your CIM GOLDTeller, you will now be able to create new drop-lists.

Drop-lists are set up and defined by your institution. See the View/Modify Drop-list screen description for more information.

Business Accounts Now Show in Account Grid View Using CIF Search

CMP: 7069, 9779

CIM GOLD Version 7.9.10

If users search for a name using the CIF Search <F9> function in CIM GOLDTeller, and the name happens to be designated as a business, the user would double-click the business's name in the CIF Search screen, but none of the accounts tied to that business would show up in the account grid.

This has been corrected and now when users select the business name, all the accounts tied to that business will be displayed in the account grid. Previously, users would need to go into the Deposit or Loan system and view the account first, then go back into CIM GOLDTeller to run transactions for that business account.

Two Instances of CIM GOLDTeller for One User Disallowed

CMP: 8111

CIM GOLD version 7.9.10

Users are no longer allowed to bring up two instances of CIM GOLDTeller in the same session. For any screen in CIM GOLD, you can right-click the screen name in the left tree menu and bring up a pop-up of that screen, while still using other screens within CIM GOLD (see General Navigation Information > Pop-out Screens in the CIM GOLD User's Guide for more information). In fact, you can bring up more than one instance of most screens within CIM GOLD using this method.

However, if you attempt to do the same thing with CIM GOLDTeller, you will get the following error message: "GOLDTeller was already started with another instance of CIM," as shown below. Click <OK> and you can return to CIM GOLD and choose a different screen to access from the pop-up.

New Journal Report for Checks in CIM GOLDTeller

CMP: 2678

Work Order: 46131

CIM GOLD version 7.9.10

You can now generate a check-in report through the Journal Log function in CIM GOLDTeller. This new report shows all check-in transactions processed at your institution that day, as well as a total for the checks. The report lists the account owner’s last name, the last four digits of the IRS owner’s Social Security number (or EIN), the check number (or money order), and the amount of the check (see example below).

The report is printed with information shifted to the right, so the report can be printed on pre-loaded deposit-slip paper that may have a MICR line or institution stamp on the left. The Total Cash line at the top of the report shows the total Cash Out amount included with transactions that also had Check In amounts. (For example, a check payment is made, and the person writing the check writes it for more than the payment amount, and requests cash back from the check.) The Total Cash amount is subtracted from the Total Checks amount to calculate the Grand Total amount.

To print this report, access the Journal Log by pressing <Ctrl> + J once logged onto CIM GOLDTeller. Once the Journal Log window appears, complete the following steps:

1.Select the Print Check In Number Ticket box.

2.Click <Preview Report> to preview the report before printing, or click <Print Report> to print the report directly to the printer of your choosing.

Phone Number Opened on CTR Tab of PC Institution Options

CMP: 12719

CIM GOLD version 7.9.10

We have enabled the Phone Number field to be file maintainable on the CTR tab of the PC Institution Settings screen.

Journal Report Shows Amount for Tran Code 1750-05

CMP: 11576, 11776

Work Order: 43057

CIM GOLD version 7.9.10

Users found that when they printed the Journal Report from CIM GOLDTeller, the transaction amount was not displaying for tran code 1750-05 (Pay Fee) for Deposit accounts.

It was discovered that the field length wasn't long enough, because the account number would push over the transaction amount. This has been corrected, and now the transaction amount displays on these transactions when printing the Journal Report. See example below.

To print a Journal Report, press <Ctrl> + J while in GOLDTeller, then click <Print Report> from the Journal Log.