How to Manage Customer Information > Change Names and Addresses Screens

The CIS > Change Names and Addresses screens are used to view and change information about the names, phones, addresses, and other entities in a CIS relationship.

Three screens make up the Change Names and Addresses system: Account Names and Mailing Labels, History, and Name and Address Relationships.

•The Account Names and Mailing Labels screen is used to view and modify relationships for a name from an account-centric point of view.

•The History screen is used to view a detailed history of the changes that have been made on the Change Names and Addresses screens.

•The Name and Address Relationships screen provides a relational point of view for changes. On this screen you can see all related entities for a specific entity so that you will know what else may be affected when you make changes to an entity or to a relationship.

Note: On all screens and reports that display card numbers, card numbers are masked in compliance with Payment Card Industry Data Security Standards. For more information, see FPS GOLD PCI Compliance.

Overview

The Change Names and Addresses screen lets you do the following tasks (click the links to see corresponding help in the How-To Scenarios section):

•Add or change an alternate address on a mailing label

•Add a name to one account and mailing label

•Add a name to the account names and mailing label of one account when the mailing label is only linked to that account

•Add a name to the account names (ownership) and mailing label of one account when the mailing label is linked to several other entities

•Add a new telephone number for an individual or business

•Change the IRS owner on an account

•Change a mailing label for a stock certificate

•Change ALL mailing labels linked to a new location at once

•Change mailing labels with a new location

•Change mailing labels with an existing location

•Change name information (customer number, birth date, etc.)

•Change ownership

•Change a physical address with a newly added address to the system

•Change a physical address with an existing address

•Change a telephone number for an individual or business

•Delete and add a name for the account names and also the account’s mailing label

•Delete a name from account names (ownership) and mailing label of one account when the mailing label is only linked to that account

•Delete a name from the account names (ownership) and mailing label of one account when the mailing label is linked to several other entities

•Merge mailing labels

•Print deposit account documents

•Remove a telephone number from an individual or business

•Split a mailing label from the Name and Address Relationships screen

•Split a mailing label from the Account Names and Mailing Labels screen

Navigation

At the top left of each Change Names and Addresses screen are green hyperlinks that will quickly take you to other screens in the system. Clicking Account Names/Mail Labels, History, or Relationships will take you to the respective screen. You can also use the CIM GOLD tree view to go to other screens.