Email Notification Dialog for Event Letter 60 When Processing ACH Payments in EZPay

CMP: 11581

Work Order: 55780

CIM GOLD Version 7.9.11

A new option is available for indicating a customer name and email address at the time of processing an ACH payment in EZPay. This option is used to send Event Letter 60 electronically in an email (see the linked help for more information about this event letter).

To make this option available, your GOLDPoint Systems account manager must set up the following:

•Make sure the new Email Event Letter 60 checkbox on the EZPay IMAC Table > Setup tab is set up.

•Notification template 6060 must also be set up in the Notification > Templates screen. Set the template with Template Type of "HTML Email" and Template Category of "Transaction," as shown below. Your GOLDPoint Systems account manager can help you set up the email to your specifications.

Notification > Templates Screen

Once the prerequisite setup has been created, the Email Notification dialog (shown below) will appear before processing each ACH payment from the EZPay screen. The process for entering information in this dialog is as follows:

1.The user indicates the customer's name in the Spoke to: field. The user then asks the customer if they would like an emailed copy of their payment confirmation.

2.If the customer doesn't want an emailed copy, mark the Opt Out checkbox and click the newly-appeared <Save> button to close this dialog and process the payment.

3.If the customer wants an emailed copy, the user can choose a saved Email Address or enter a new one in the provided field. If the user enters a new Email Address, the customer can indicate whether they want the email address saved to their profile:

•If the customer wants the indicated email address saved to their profile (or if they want to use a previously saved email address for the payment), click <Send/Save> to save the email address, send the email, and process the payment.

•If the customer wants the email address used for only that payment and not saved to their profile, click <Send/Don't Save> to send the email and process the payment.

Further information about this dialog can be seen in the Notification System topic.

Plan Summary Display Fix

CMP: 11386

CIM GOLD Version 7.9.11

An error was causing the Summary of Plans fields on the Contact tab of the Loans > Marketing and Collections screen to not properly display plan information. This error has been corrected.

Auto Dialer Copy/Paste Functionality Added

CMP: 12663

CIM GOLD Version 7.9.11

One institution requested a way for them to be able to copy and use the Auto Dialer phone numbers without any punctuation, such as hyphens. We have added that ability to the Auto Dialer pop-up dialog box that appears when you double-click the Phones list-view table on the Loans > Marketing and Collections screen, as described below.

1.Go to the Loans > Marketing and Collections screen with a valid account.

2.Double-click the Phones list-view table. The Auto Dialer dialog box will be displayed.

3.Single-click in any of the listed phone numbers. This will copy the number to your clipboard without any punctuation (e.g., 8015552456). You can then paste that number in an auto dialer system, a Word® document, an Excel® spreadsheet, or wherever you need to paste that number. (Press <Ctrl> + V to paste the number.)

Note: If you want to copy and paste the phone number including punctuation, press <Ctrl> + C, and the number will copy with the punctuation (e.g., 801-555-2456).

See example below.

Update to Comments List View Table in Marketing and Collections

CMP: 11711

CIM GOLD Version 7.9.11

We have updated the Collection Comments list view table on the Loan > Marketing and Collections screen > Contact tab to be able to resize the columns in that table. By clicking on a column line and dragging and dropping, the column can be resized, as shown below.

Tip: To quickly resize columns, right-click the table and select "Auto Resize > Auto Resize Grid."

Update to Investor Group Number Error

CMP: 13570

Work Order: 57899

CIM GOLD Version 7.9.11

Users found that they could not change or set up investor master and group numbers on the Loans > Investor Reporting > Loan Investor Fields screen, even when they were viewing an investor account. This error was introduced some time after CIM GOLD version 7.9.10 was released.

This has been corrected, and now if the loan is an investor loan, the Investor Group and Investor Master fields are file maintainable (for those with proper security access). See below:

Loans > Investor Reporting > Loan Investor Fields Screen

Assets/Liabilities Updated from GTPC to CIM GOLD

CMP: 10572

CIM GOLD Version 7.9.11

If information in a new or previously created application in GOLDTrak PC is updated, the system can now save that information so that it shows in CIM GOLD on the Loans > Marketing and Collections screen (such as Assets and Liability information that shows on the Financial Summary tab). Users will only need to click "Refresh" at the top of CIM GOLD to see those additions or changes sent from GOLDTrak PC.

Important: In order for this to happen, a user screen must be included in the loan program in GOLDTrak PC to update CIM GOLD. Your GOLDPoint Systems account manager can help you with creating this screen and button, as shown below:

Correction to Transaction Amounts Displayed in Disclosure History

CMP: 13648

Work Order: 57896

CIM GOLD Version 7.9.11

An error was introduced in CIM GOLD version 7.9.10 showing large Payoff amounts on the Loan Disclosure History screen. It appeared as though the decimal was moved to the right two places. On the Loans > History screen, the correct Payoff amount was displayed, but not on the Loan Disclosure History screen. (The actual Payoff amount was recorded correctly.)

This has been corrected, and now the Loan Disclosure History screen shows the correct Payoff transaction amount, as shown below:

Correction to Event Letter Date from Version 7.9.4

CMP: 11638

CIM GOLD Version 7.9.11

An error was introduced in CIM GOLD version 7.9.4 regarding event letters. CMP 1818 (see What's New version 7.9.4) requested that the Event Letter Date default to today's date when the letter is selected. Users found that when no Event Letter Date existed for a previously created letter, then they added another event letter to the account, today's date would default into the previous letter, thereby causing an event record to run in the afterhours for that previously created event record (and, of course, the new event).

This has been corrected so if a previously created event letter does not contain a date, the system will not auto-populate with today's date in that Event Letter Date field, once <Save Changes> is clicked.

Event letters are established on the Loans > Account Information > Actions, Holds, and Event Letters screen. This screen also appears as a tab on many screens, such as the Marketing and Collections screen.