You can presently close accounts by using a smart code series or multiple smart codes, but what was needed was an automated option. We have now provided this. Options are set up at the state level. Wh...
Click on bullet below to view information: Definition Training (length 02.46 mins) Documentation Keywords - AudioA System Controls Video System Controls Training System Controls Article System Control...
Multimedia: Audio (length 0.28 mins) id: stateopt061108a Keywords - AudioA State Options...
You must have the warning set up in the state options parameters. Select your state and enter a Y in the field state/area code warnings (Y) ___ Press enter twice then F7 Choose option 2. area code ...
State options menu: You can make a state a Closed state by adding a Y to the field Close accounts. A Y here will mask the phone numbers on an account based on the state address and if the area code f...
When a state option is created or changed it will only effect: New accounts added to the system Existing accounts where the address is updated after the state option is created or changed Ex. Previo...
The state warnings will only display to a user who is set up as a collector in system security Keywords - Kbase System Security State Warnings...
On the state options parameter (system control menu – state options) there are two separate features available for closing state restricted accounts You have the ability to close the acct with a spec...
In the nightly process, the system selects accounts to be processed by the state options feature. The accounts that are selected are: Any new accounts posted that day Any account where the state was c...
You must have the warning set up in the state options parameters. Select your state and enter a Y in the field state/area code warnings (Y) ___ to trigger the warning Press enter twice to save and th...