Related Topics: New Members and Services
Customizing New Members and Services
- Security Groups and Permissions for New Members and Services
- Setting Up New Members and Services
- Viewing the Department List
- Setting Up the Product List
- Viewing the Bundle List
- Defining Product Groups and Member Eligibility
- Defining Ownership Types
- Defining the New Member Service Sequence
- Defining the New Member Verification Sequence
- Viewing Customized Messages
- Customizing Fields
- Setting Up Document Processing
- Defining the Application Queue Purge Criteria
Adding New Members and Services
- Opening a New Account
- Step 1: Starting a New Member Application
- Step 2: Selecting Member Eligibility and Verification
- Step 3: Verifying Non-Member Co-Owners
- Step 4: Selecting Products and Services
- Step 5: Entering Member Information
- Step 6: Services Detail
- Services Detail: Adding a New Share Account
- Services Detail: Adding a New Share Draft Account
- Services Detail: Purchasing a Certificate
- Services Detail: Creating an ATM ID
- Services Detail: New Debit ID
- Services Detail: Setting Up Audio Response
- Services Detail: Setting Up Online Banking and Bill Pay
- Services Detail: New Payroll and Distributions
- Services Detail: Scheduling Automatic Transfers
- Services Detail: Joining a Relationship Plan
- Services Detail: Setting Up Account Analysis
- Services Detail: Assigning a Safe Deposit Box
- Services Detail: Funding the New Account Via ACH
- Integration with Cross Sell and Tracking
- Step 7: Adding Joint Owners
- Step 8: Reviewing the Transaction Summary
- Step 9: Generating Documents
- Viewing the Application Queue Purge Report