Related Topics: Customization

Customizing Closed Account File Maintenance

Setting Up Check Order Integration

• Defining the Check Order Options
• Setting Up Check Image Retrieval and Adding Processor Specs

Viewing the Credit Union Messages List

• Creating Credit Union Messages

Viewing the Explorer Bar List

• Adding or Maintaining an Explorer Bar Link
• Changing the Explorer Bar Sequence

Viewing the Customized Field List

• Customizing a Field

Setting Up Document Processing

• Associating Processes to Documents
• Associating Documents to a Process
• Updating a Document/Process Association

Setting Up Member Activity Tracking

Customizing Member Close

• Defining the Member Close Options
• View the Member Close Instructions List
• Creating Member Close Instructions

Defining Ownership Types

• Adding and Maintaining an Ownership Type

Customizing Promise Statuses

Setting Up Signature Capture

• Defining Signature Capture Transactions

Defining Magnetic Card Formats

Setting Up Online Banking Demographic Maintenance

• Setting Up Default Assignments for Online Banking Demographic Maintenance

Setting Up Warnings and Alerts

• Defining Warnings, Alerts and Notes
• Viewing the Warning and Alerts Override Report