Call Transfer

The call transfer tab enables the customer to transfer their call to the voice system to the applicable phone number of the financial institution. This tab also contains the options for reporting a lost ATM/Credit card.

Note: To create the customer’s instructional message, please contact CSI Meridian for assistance.

Saturday/Sunday Hours:

• The existing normal financial institution hours options remain and control when the call transfer or lost/stolen card prompts are read to voice users.
• Voice users will be prompted with the call transfer option when they call during any of the times and days enabled under the Call Transfers settings. If a user calls into the voice system at any time other than the times and days enabled, they will not receive the call transfer prompt.
• When the lost/stolen ATM/debit card option is enabled, users will receive the prompt regardless of days or times enabled under the Lost ATM/Credit Card settings. The days and times only dictate where the call will be sent (bank versus CSI).
• If the time and day are of the call are enabled and the call is not placed on a financial institution holiday, the call will be sent to the number entered in the Main Phone field. If the time and day of the call are not enabled or if the call is placed on a financial institution holiday, the call will be sent to the number entered in the CSI # field.

19500