Speedup Enhancements to Marketing and Collections and EZPay

CMP: 10008, 10045, 10237

CIM GOLD version 7.9.6

We have upgraded the Marketing and Collections and EZPay screens to now run faster. We've implemented more field caching, so the screen takes less time to load. Caching is a temporary storage area, so the system can get those files from the cache rather than the original server, saving time and saving the network the burden of additional traffic.

Note: See the CIM GOLD Options topic for two new options you can configure to see if it helps speed up the Marketing and Collections screen even more.

Statistical Summary Updated

CMPs: 5208, 6140

Work Order: 44541

CIM GOLD version 7.9.6

We have updated the Statistical Summary screen to be able to successfully read hierarchy settings if the hierarchy code starts with a different letter than the hierarchy description. One institution found that when they tried setting the first letter of the Code to something different from the first letter of the Description, the Statistical Summary screen wasn't able to read the correct institutional settings.

Institution hierarchy designations are set up by your GOLDPoint Systems account manager on the GOLDPoint Systems > Branch Hierarchy screen. You can view institution hierarchies on the GOLD Services > Office Information screen.

Also, we have removed security restrictions from the Statistical Summary screen that prevented users from certain branches seeing information from other branches. Now as long as a user has security to view the Statistical Summary screen, the user can see all information for all divisions.

Investor Master Duplicate Save Error Corrected

CMP: 6944

CIM GOLD version 7.9.6

We have corrected an uncommon error that occurred when users would create a new investor master number on the Investor Master screen, save the new number, but then they wouldn't see the new investor master in the list view table. So users would create the investor master number again, but this time they would get an error that would close CIM GOLD.

This odd error and screen behavior has been corrected. Now when users create a new investor master number, it will appear properly in the list view table after it has been saved.

Eliminate Error Message when Discontinuing Recurring Payments

CMP: 8948

CIM GOLD version 7.9.6

We have removed a strange error message that would appear after a user attempted to discontinue recurring payments. When a user clicks the <Discontinue Payment> button on the EZPay screen to designate to discontinue recurring payments, the system would display the following message:

"Are you sure you want to discontinue the recurring payment schedule?"

If the user then clicked <No> on that message, they would get this error message, which confused users:

This has been corrected, and now when a user clicks <No>, the other message no longer appears and recurring payments continue to process.

Update to Days Back field on Collection Comments

CMP: 8052

CIM GOLD version 7.9.6

Setting the Number of Days Back to Show Collection Comments option on the Options > User Preferences screen now also updates the Days Back options on the Collection Comments screen (from both the Options > Show Collection Comments floating screen and the Marketing and Collections > Contact tab). Previously, if you changed the Number of Days Back to Show Collection Comments option on the User Preferences screen, it would not update the Days Back option on the Collection Comments screen.

Also, if users enter "0" in those options, the system shows all collection comment history on the account. See the following examples of these fields.