How to Manage Customer Information > Change Names and Addresses Screens

HOW-TO SCENARIOS

1.	How do I add or change an alternate address on a mailing label?

2.	How do I add a name to one account and mailing label?

3.	How do I add a name to the account names and mailing label of one account when the mailing label is only linked to that account?

4.	How do I add a name to the account names (ownership) and mailing label of one account when the mailing label is linked to several other entities?

5.	How do I add a new telephone number for an individual or business?

6.	How do I change the IRS owner on an account?

7.	How do I change a mailing label for a stock certificate?

8.	How do I change ALL mailing labels linked to a new location at once?

9.	How do I change mailing labels with a new location?

10.	How do I change mailing labels with an existing location?

11.	How do I change name information (customer number, birth date, etc.)?

12.	How do I change ownership?

13.	How do I change a physical address with a newly added address to the system?

14.	How do I change a physical address with an existing address?

15.	How do I change a telephone number for an individual or business?

16.	How do I delete and add a name for the account names and also the account’s mailing label?

17.	How do I delete a name from account names (ownership) and mailing label of one account when the mailing label is only linked to that account?

18.	How do I delete a name from the account names (ownership) and mailing label of one account when the mailing label is linked to several other entities?

19.	How do I merge mailing labels?

20.	How do I print deposit account documents?

21.	How do I remove a telephone number from an individual or business?

22.	How do I split a mailing label from the Name and Address Relationships screen?

23.	How do I split a mailing label from the Account Names and Mailing Labels screen?

1.	How do I add or change an alternate address on a mailing label?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink (top of page) and type the search parameter (first name, last name, organization, etc.).

•	Step 3: Select the name in the Search Results list view, then click <OK>. (Tip: Your customer name will be displayed automatically if you previously did a search on the Customer Search screen and selected the name.)

•	Step 4: Select an account in the list below the name.

•	Step 5: Make sure there is only one account linked to the mailing label. You can view this in the Entities Linked to Mailing Label list view at the bottom right of the screen. If more than one account is listed there, refer to How-To Scenario #18.

•	Step 6: Once you have the correct account selected, click <Change> at the bottom of the screen.

•	Step 7: In the Alternate Mailing Address section, click the "Look up" hyperlink.

•	Step 8: Perform a search for the location, select it, and click <OK>.

•	Step 9: If the location is not in the system, click <Cancel> and then <Create> to create a new location.

•	Step 10: The alternate mailing address will now be displayed. To activate this alternate address, enter the start and end dates for the mailing label.

•	Step 11: If you would like the address to change automatically every year for a certain period of time (e.g., 10-10-10 – 12-12-10), check the Seasonal Mailing field. This will cause the address to change each year during the specified months.

•	Step 12: Click <Save Changes>.

2.	How do I add a name to one account and mailing label?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink (top of page) and type the search parameter (first name, last name, organization, etc.).

•	Step 3: Select the name in the Search Results list view, then click <OK>. (Tip: Your customer name will be displayed automatically if you previously did a search on the Customer Search screen and selected the name.)

•	Step 4: Select an account in the list below the customer name.

•

Step 5: In the Add Name to Account field group, click the "Look up Name" hyperlink and search for the customer. Select the name and click <OK>. If the name you are searching for is not in the system, click <Cancel> and then click <Create> to create a new entity (person, organization, trust, etc.). Click <Save Changes>.

•	Step 7: Enter information in the Ownership, ECOA, and Conjunction drop-down lists.

•	Step 8: Click <Add Name>. You should now see the new information in the Account Names list view above. Tip: If you need to print new Platform documents (signature card, etc.), click <Print Docs>. You must have Platform running before you do this, or you will get an error message.

•

Step 9: If you need to add the new entity to the mailing label, click <Change>, then click <Format Mailing Label From Account> if you would like all account owners from previous screen to show on the mailing label. If you only want to add this new customer to your mailing label, go to the available line (1-4), click "Look up," and do a search for your customer. Once you have located your customer, click <OK>.

•	Step 10: Click <Save Changes>.

2.1	If you want to add new names to many mailing labels, you can do it all at once using the Name and Address Relationships screen. Skip Step 9 above and do the following:

•	New Step 9: Click the "Relationships" hyperlink.

•	New Step 10: Click the boxes next to all the blue mailing labels you want to add the new name to.

•	New Step 11: Click the "Look up" hyperlink in the Action Entity section and do a search for the entity (person, organization, etc. that you want added to the mailing labels. Select the name and click <OK> .

•	New Step 12: Click the drop down list under ‘Actions to Take’ and select ‘name of the mailing label’

•	New Step 13: Click link ‘link action entity to checked entities as’.

•	New Step 14: Click <Save Changes>.

3.	How do I add a name to the account names and mailing label of one account when the mailing label is only linked to that account?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Click on the desired account in the Accounts List section. This will populate both the related name and ownership information to the right under Account Names and also the account’s mailing label information at the bottom of the page.

•	Step 5: Click the "Look up" Name hyperlink in the Add Name to Account field group.

•

Step 6: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it, then click <OK>. If the name you want is not found on the system, click <Cancel> and use the <Create> drop-down button to create the new name, organization, trust, or special text.

•	Step 7: Select the level of ownership from the Ownership drop-down list. Add any other applicable Platform document print options.

•	Step 8: Click <Add Name> to add the name to the account names.

•	Step 9: To update the mailing label, click <Change> in the Mailing Label field group.

•	Step 10: Click <Format Mailing Label from Account> at the top of the dialog to view the name that was just added to the account.

•	Step 11: Click <View Changes> in the Mailing Label field group to see how the label will look when saved. Make adjustments as needed.

•	Step 12: Click <Save Changes>.

4.	How do I add a name to the account names (ownership) and mailing label of one account when the mailing label is linked to several other entities?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Click on the desired account in the Accounts List section. This will populate both the related name and ownership information to the right under Account Names and also the account’s mailing label information at the bottom of the page.

•	Step 5: Click the "Look up" Name hyperlink in the Add Name to Account field group.

•

•	Step 7: Once you have selected or created a name, select the level of ownership from the Ownership drop-down list. Add any other applicable Platform document print options.

•	Step 8: Click <Add Name> to add the name to the account names.

•

Step 9: If the name being added to the mailing label needs to be added for all accounts currently linked to the mailing label, click <Change> in the Account Mailing Label field group. The following warning message will appear: "Changing this mailing label will change the mailing address for all entities listed in the Entities Linked to Mailing Label list. Do you want to continue?" Click <Yes>. Make any needed changes to the mailing label and click <Save Changes>.

•

Step 10: If only one account needs the name added to its mailing label, a mailing label split will need to be done first. Make sure that the account you want is highlighted to the left and then click <Split>. This will create a separate mailing label for the highlighted account, leaving the other accounts linked to the original mailing label.

•	Step 11: Click <Change> in the Account Mailing Label field group and make any needed changes to the label. Then click <Save Changes>.

5.	How do I add a new telephone number for an individual or business?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: In the Relationship to Change section, click the "Look up" hyperlink.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Select the name in the Search Results list view, then click <OK>.

•	Step 4: Check the box next to the individual’s or organization’s name in the Relationship to Change section.

•	Step 5: In the Action Entity section, click the "Look up" hyperlink. Type the new telephone number and perform a search to see if the new number currently exists on the system. If it does, highlight the number and click <OK>.

•	Step 6: If the number is not found on the system, click <Cancel>, click <Create> and then select <Create Phone>. Enter the new telephone number information and click <Save Changes>.

•	Step 7: With the new telephone number now listed in the Action Entity section on the right and the individual's or organization’s name marked in the Relationship To Change section on the left, select the telephone relationship from the drop-down list in the Actions To Take section.

•	Step 8: Click the "Link Action Entity to Checked Entities as" link in the Actions To Take section. The Relationship To Change section will then display the new telephone number to be added in blue.

•	Step 9: Click <Save Changes>.

6.	How do I change the IRS owner on an account?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Click on the desired account in the Accounts List section. This will populate the related name and ownership information to the right under Account Names.

•

Step 5: In the IRS column, check the box next to the individual that should be made the IRS owner. Then click <Save Changes>. Note: The new IRS owner name must be on the first three lines of the mailing label before this change to the IRS owner can be made. If necessary, you can add the new IRS owner’s name to the mailing label using <Change> at the bottom of the screen.

•	Step 6: If there are multiple accounts tied to the mailing label, a warning message will be displayed indicating that the change is being made on all accounts tied to the mailing label. If you want to proceed, click <Yes> and go to Step 8. If not, go to Step 7.

•	Step 7: If the IRS owner should not be changed on all accounts tied to the mailing label, you should split this label from the original by clicking <Split> at the bottom of the screen. Then proceed changing the IRS owner.

•	Step 8: After the IRS owner has been changed, click <Save Changes>.

7.	How do I change a mailing label for a stock certificate?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Under Relationship to Change, click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Locate the stock certificate's mailing label under the Relationship to Change section and check the labels you want to change.

•	Step 5: In the Action Entity section, click on the "Look up" hyperlink.

•

Step 6: Type the search parameter (location) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the location in the Search Results list view, then click <OK>. If the location you want is not found on the system, click <Cancel> and then click <Create> to create the new location.

•	Step 7: With the desired labels now selected on the left and the new location on the right, select "Mailing Address of the Mailing Label" in the drop-down list in the Actions To Take section.

•	Step 8: Click the "Link Action Entity to Checked Entities as" link in the Actions To Take section. The Relationship To Change section will display two addresses under the mailing label: an address to be removed (in red) and an address to be added (in blue).

•	Step 9: Review the changes and click <Save Changes>. If the proposed changes are incorrect, click "Restore Original Tree" in the Actions To Take section and begin again.

8.	How do I change all mailing labels linked to a new location at once?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top (left) of the page.

•	Step 3: Type the name in Search Parameter field.

•	Step 4: Click <Search by Name>.

•	Step 5: Select the Name in the Search Results list view and click <OK>.

•	Step 6: Go to the Action Entity right side of the screen and do a "Look up" for your location.

•	Step 7: If your location is not on file, click <Cancel>. If your location is on file, see How-To Scenario #12.

•	Step 8: In the Relationships To Change section, click on ONE of your locations you want to change. This location is listed below every mailing label in green below the names.

•	Step 9: Right-click on the location and select "View as Action Entity." The location will be displayed on the Action Entity side of your screen.

•	Step 10: Review the relationships currently linked to the location. Make sure you really want to replace this location for all linked entities.

•	Step 11: In the Actions to Take section, select "Edit action entity."

•	Step 12: The Location Information dialog will open. Replace the location with the new location and click <Save Changes>. All of your mailing labels linked to that location should now show your changes.

9.	How do I change one or more mailing labels with a new location?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the existing location in Search Parameter field. Note: You can also search by name to do this.

•	Step 4: Click <Search by Location>.

•	Step 5: Click on the location in the Search Results list view, and click <OK>.

•	Step 6: Check the box next to any of the mailing labels in blue that you want to have a new address.

•	Step 7: Do a "Look up" for your new location in Action Entity section on the right side of the screen. Note: You must do a search for your location before the <Create> drop-down button will be enabled.

•	Step 8: Click the <Create Location> drop-down button. This will bring up the Create New Location screen.

•	Step 9: Add the new location information into the appropriate fields. Then click <Save Changes>.

•	Step 10: In the Actions to Take section, select "Mailing address of the mailing label" in the drop-down list.

•	Step 11: Click the "Link action entity to checked entities as" hyperlink, then click <Save Changes>.

10.	How do I change one or more mailing labels with an existing location?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen

•	Step 3: Type the existing location in Search Parameter field. Note: You can also search by name to do this.

•	Step 4: Click <Search by Location>.

•	Step 5: Click on the location in the Search Results list view, and click <OK>.

•	Step 6: Check the box next to any of the mailing labels in blue that you want to have a new address.

•	Step 7: Do a "Look up" for your new location in Action Entity section on the right side of the screen.

•	Step 8: Highlight the location and click <OK>.

•	In the Actions to Take section, select "Mailing address of the mailing label" in the drop-down list.

•	Step 9: Click the "Link action entity to checked entities as" hyperlink, then click <Save Changes>.

11.	How do I change name information (customer number, birth date, etc.)?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: In the Relationship to Change field group, click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search.

•	Step 4: Select the name you want to change in the Search Results list view and click <OK>.

•	Step 5: Right-click on the name entity and select "Edit Entity" from the pop-up menu.

•	Step 6: Add or change information and click <Save Changes>.

12.	How do I change ownership?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Click on the desired account in the Accounts List section. This will populate the applicable name and ownership information to the right under Account Names.

•	Step 5: In the Account Names list view, select the name for which ownership will be changed.

•	Step 6: Click <Edit Name links>. This will bring up the Account-to-Name Link Information dialog.

•	Step 7: Select the new ownership from the Ownership drop-down list.

•	Step 8: Update other link information as needed.

•	Step 9: Click <OK> to return to Account Names and Mailing Labels screen to view the changes.

13. How do I change a physical address with a newly added address to the system?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Select the name in the Search Results list view, then click <OK>.

•	Step 4: In the Relationships to Change section on the left side of the screen, click the box next to the person.

•	Step 5: In the Action Entity section on the right side of the screen, do a search for your location to be sure it is not in the system. If the location is in the system, go to How-To Scenario #13.

•	Step 6: Right-click on the physical address of the owner and select "view as action entity in the pop-up menu. This will move it to the Action Entity section on the right. You can now see everything that is linked to this address.

•	Step 7: If you want to remove this address from the system, click "Edit Action Entity." You can now type over the existing address and remove it from the system.

•	Step 8: Click <Save Changes>.

14.	How do I change a physical address with an existing address?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Select the name in the Search Results list view, then click <OK>.

•	Step 4: In the Relationships to Change section on the left side of the screen, click the box next to the person.

•	Step 5: In the Action Entity section on the right side of the screen, do a search for your location to be sure it is not in the system.

•	Step 6: Select your location and click <OK>.

•	Step 7: If you want to link this existing location to your person as the physical address, select "Physical Address of Owner" in the drop-down list in the Actions to Take section at the bottom of the screen.

•	Step 8: Click "Link action entity to checked entities as," then click <Save Changes>.

15.	How do I change a telephone number for an individual or business?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Under Relationship to Change, click on the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Select the name in the Search Results list view, then click <OK>.

•	Step 4: In the Relationship To Change section, locate the telephone number to change. Click the + sign to the left of the telephone number. This will display any additional persons linked to this same telephone number.

•	Step 5: If all persons and organizations linked to that telephone number need this number changed as well, right-click on the telephone number and select "Edit Entity" in the pop-up menu.

•	Step 6: Type the new phone number over the existing and click <Save Changes>.

•	Step 7: If the telephone number is linked to additional individuals or organizations and it is the telephone number should not be changed for them, check the box next to the individual’s or organization’s name in the Relationship to Change section.

•	Step 8: In the Action Entity section, click the "Look up" hyperlink. Type the new telephone number and perform a search to see if the new number currently exists on the system. If it does, highlight the number and click <OK>.

•	Step 9: If the number is not found on the system, click <Cancel>, click <Create>, and then click <Create Phone>. Enter the new telephone number information and click <Save Changes>.

•	Step 10: With the new telephone number now listed in the Action Entity section on the right and the individual's or organization’s name marked in the Relationship To Change section on the left, select the telephone relationship from the drop-down list in the Actions To Take section.

•	Step 11: Click the "Link Action Entity to Checked Entities as" link in the Actions To Take section. The Relationship To Change section will now display the new telephone number to be added in blue.

•	Step 12: Click <Save Changes>. If the old telephone number needs to be removed, see How-To Scenario #22.

16.	How do I delete and add a name for the account names and also the account’s mailing label?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Click on the desired account in the Accounts List section. This will populate both the related name and ownership information to the right under Account Names and also the account’s mailing label information at the bottom of the page.

•	Step 5: Select or highlight the name to be deleted in the Account Names list view. Note: The IRS owner cannot be deleted from an account.

•	Step 6: Click <Remove Name> to delete the name from the account ownership.

•

Step 7: Click the "Look up Name" hyperlink in the Add Name to Account field group. Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and click <OK>. If the name you want is not found on the system, click <Cancel> and use the <Create> drop-down button to create the new name, organization, trust, or special text.

•	Step 9: Select the level of ownership from the Ownership drop-down list.

•	Step 10: Click <Add Name> to add the name to the account vesting. The name is added to the bottom of the list view. You can move the name up by highlighting it and clicking <Up>, then clicking <Save Changes>. You can move names down by highlighting them and clicking <Down>.

•	Step 11: To update the mailing label, click <Change> in the Mailing Label field group.

•	Step 12: Click <Format Mailing Label from Account> at the top of the dialog to view the name that was just added to the account.

•	Step 13: Click <View Changes> in the Mailing Label field group to see how the label will look when saved. Make adjustments as needed.

•	Step 14: Click <Save Changes>.

17. How do I delete a name from account names (ownership) and mailing label of one account where the mailing label is only linked to that account?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Click on the desired account in the Accounts List section. This will populate both the related name and ownership information to the right under Account Names and also the account’s mailing label information at the bottom of the page.

•	Step 5: Select or highlight the name to be deleted in the Account Names list view. Note: The IRS owner cannot be deleted from an account.

•	Step 6: Click <Remove Name> to delete the name from the account ownership.

•	Step 7: To update the mailing label, click <Change> in the Account Mailing Label field group.

•	Step 8: In the Mailing Names field group, locate the name to be removed and click <Clear>.

•	Step 9: Click <View Changes> in the Mailing Label field group to see how the label will look when saved.

•	Step 10: Click <Save Changes>

18. How do I delete a name from the account names (ownership) and mailing label of one account when the mailing label is linked to several other entities?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view to select it and then click <OK>.

•	Step 4: Click on the desired account in the Accounts List section. This will populate both the related name and ownership information to the right under Account Names and also the account’s mailing label information at the bottom of the page.

•	Step 5: Select or highlight the name to be deleted in the Account Names list view. Note: The IRS owner cannot be deleted from an account.

•	Step 6: Click <Remove Name> to delete the name from the account ownership.

•

Step 9: If the name being removed from the mailing label needs to be removed for all accounts currently linked to the mailing label, click <Change> in the Account Mailing Label section. A warning message will be displayed stating the following: "Changing this mailing label will change the mailing address for all entities listed in the Entities linked to Mailing Label list. Do you want to continue?" Click <Yes>. Make the changes to the label and click <Save Changes>.

•

Step 10: If only one account needs the name removed from its mailing label, a mailing label split will need to be done first. Make sure that the account you want is highlighted to the left and then click <Split>. This will create a separate mailing label for the highlighted account, leaving the other accounts linked to the original mailing label.

•	Step 11: Click <Change> in the Account Mailing Label field group and make any needed changes to the label. Then click <Save Changes>.

19.	How do I merge mailing labels?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the customer name in Search Parameter field.

•	Step 4: Click <Search by Name>.

•	Step 5: Select the name in the Search Results list view, then click <OK>.

•	Step 6: Click the small box next to ALL the blue mailing label(s) you wish to merge. Note: The mailing labels must be match exactly in order to merge. They must have the same address, people, IRS owner, etc., or you will get an error message saying that they cannot be merged.

•	Step 7: Click the "Merge checked mailing labels" link in the Actions to Take section.

•	Step 8: The following message will appear: "You have not highlighted any of the checked mailing labels. Do you wish to merge to the topmost checked label?" Click <Yes> or select the label you want the accounts merged to. Multiple accounts will then merge to one mailing label.

20.	How do I print deposit account documents?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view. Note: You must have Platform running already for this feature to work.

•	Step 2: Click the "Look up" hyperlink at the top of the screen and type the search parameter (first name, last name, organization, etc.). Select the name in the Search Results list view, then click <OK>.

•	Step 3: Click the account in the list below the name. Note: You must print each deposit account documents separately and be running Platform.

•	Step 4: Make any necessary changes (see other scenarios for step-by-step information on how to make changes) and click <Print Docs>. This will take you to GOLDTeller Platform, where you can print the deposit account documents.

21.	How do I remove a telephone number from an individual or business?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Under Relationship to Change, click on the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the search parameter (last name, first name initial, organization, etc.) in the Search Parameter field and use the <Search by> drop-down button to select the appropriate type of search. Click on the name in the Search Results list view, then click <OK>.

•	Step 4: In the Relationship To Change section, locate the telephone number to delete and right-click on the telephone number. Select "Delete Relationship" in the pop-up menu.

•	Step 5: In the Relationship to Change section, the telephone number will now appear in red, indicating that it is ready to be removed.

•	Step 6: Review the proposed changes and click <Save Changes>. If the proposed changes are incorrect, click "Restore Original Tree" in the Actions To Take section and begin again.

22.	How do I split a mailing label from the Name and Address Relationships screen?

•	Step 1: Go to the CIS > Change Names and Addresses > Name and Address Relationships screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen.

•	Step 3: Type the customer name in Search Parameter field.

•	Step 4: Click <Search by Name>.

•	Step 5: Select the name in the Search Results list view, then click <OK>.

•	Step 6: Click the box next to the blue mailing label you want to split accounts from.

•	Step 7: Select the account you want to split from the mailing label.

•	Step 8: In the Actions to Take section, click "Split checked mailing labels." You should then see that account split from the merged mailing label with its own mailing label.

23.	How do I split a mailing label from the Accounts Names and Mailing Labels screen?

•	Step 1: Go to the CIS > Change Names and Addresses > Account Names and Mailing Labels screen in the CIM GOLD tree view.

•	Step 2: Click the "Look up" hyperlink at the top of the screen and type the search parameter (first name, last name, organization, etc.). Click the name in the Search Results box and click <OK>.

•	Step 3: Click the account in the list below the name you want to split from the mailing label

•	Step 4: Click <Split> at the bottom of the screen. You will then see your account is split from the mailing label.

How-To Scenarios

How-To Scenarios