Navigation:  How to Create and Link Entities > Entity Maintenance Screen > Search Results/Related Entities list view

The Search Results list view displays search results based on the parameters entered on the top of the Entity Maintenance screen. Selecting an item in this list view will cause detail information to appear in the Related Entities list view below, according to the entities selected in the Limit Related Entities To field group.

 

Up to 150 search results will display in this list view when a search is performed. If there are more search results available, the message "There are more matching results on file" will appear in red letters above this list view. Clicking the arrow icon to the right will cause up to 150 more results to be included in this list view.

 

To view the highlighted related entity as the primary entity, right-click on the item and select "View as Primary Entity."

 

Account Information

 

For accounts, the information line shows the date opened or closed and the account balance. The default balance is the Current Balance. However, for deposit accounts, institution option BSCS can be used to display either the Available or Payable balance. This balance will also flow into the Account List view in CIM GOLDTeller. If there is a ^ at the end of the product code, that means it has one or more combined statements tied to it. There are 80 characters of data available on the information line. If your account descriptions are long and the full date can’t be shown, the date opened or date closed will be blank. See example below.

 

 

Bank Card Information

 

For bank cards, the information line shows the Card Bin Description (from the Bin Options screen under Definitions). This helps you identify what type of card your customers have when you have multiple Debit and ATM card choices. There are 80 characters of data available on the information line, and the Card Number, Token, and Expiration date take up 51 of them. The remaining 29 characters are for the card status and the card description. The description will be truncated to allow the full card status to be shown on the line. See the example below.