Introduction

Printer-friendly User's Guide

Welcome to the CIM GOLD® User's Guide. This documentation provides a brief overview of the Customer Information Management program and explains basic ideas and features.

CIM GOLD combines all your customers' account information into a complete, easy-to-use system on your PC. CIM GOLD shows all accounts, including deposit and loan accounts, ATM and debit cards, tax filings, and more that are tied to your customers. This system makes it easy to look up accounts without having to open the Loan, Deposit, and other subsystems individually.

With CIM GOLD, you can create follow-up assignments for employees to complete, such as soliciting customers for loans and calling customers on their birthdays. You can also create comments and messages tied to account holders that track important information about that customer. And CIM GOLD is customizable, so your institution can choose the screens and functions you want to use.

Field-Level Help and Master Help on CIM GOLD Screens

For detailed information on using each screen and field in CIM GOLD, click on any field and press <F1> to read the help for that field.

You can also search for terms using the CIM GOLD Master help file. See the Master Help topic for more information.

Regular or Enhanced Mode (Tiles)

You can use CIM GOLD in regular mode or enhanced user mode. With the enhanced mode, you can click on tiles to quickly jump to often-used screens.