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Introduction to CIS

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Introduction to CIS

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The screens under CIS in CIM GOLD help you manage information on your customers and their accounts. For example, you can:

 

search for customers or accounts;

manage addresses and phone numbers;

link customers to other entities;

determine customer profitability.

 

The following example shows all the CIS screens in the CIM GOLD tree view. However, your CIM GOLD tree view may not show all of these screens; you see only those screens your institution has subscribed to. See Subscribe To Mini-Applications in the CIM GOLD User's Guide for information on how to subscribe to screens.

 

CISTreeView

 

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