Edit Customer >> CDs tab

Single Account

Multiple Accounts

CDs Tab:

The CDs tab will only show fields that pertain to CDs. If more than one account exists, you can select an individual account from the dropdown list or edit all accounts at once.

• Account Name: will reflect the name of the account; by default it will be reflective of the account application, but if changed by the user, the nickname of the account will display here.
• View Statements: allow statements to be visible
• View Notices: when enabled, this allows notices to be visible
• View Statement With Images: allow statements to be visible with images

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