Field

Description

Customer Name

This is the full name of the customer.

Avg. Net Income to FI

This is the customer's average net income amount for your financial institution.

Customer Since

This is the date the customer first opened an account with the bank.

Notes

Any notes for this customer are shown here.

Last Comment

The last comment added for the customer, if any, is shown here.

<Flags> button

This displays the number of customer-level flags associated with the customer. Clicking the button opens a dialog that contains more detailed information.

<Comments> button

This displays the number of comments associated with the customer. Clicking the button opens a dialog that contains more detailed information.

<Relationship Links> button

This button displays the number of relationships the customer has with other bank customers. Clicking the button opens the Relationship Links box, which displays detail information about existing relationships.

<Person Detail> button

Click this button to open the Person Detail screen, which includes details such as address, contact information, ID, credit, employment, and relationships.

<Online Banking> button

Click this button to open the Online Banking screen, which includes details about the customer's online banking account.

<Contact> button

Click this button to see the phone numbers and email addresses tied to the person.

<Identity Info> button

Click this button to see personal information to help you identify your customer.