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Book Contents

FAQs, Tips, and Tricks

In This Section

When the customer user name is invalid, why does it ask the security question instead of saying it's invalid?

Changing a Customer’s Password

Helpful Reports to Review

How are customer alerts generated?

Manually Adding a Customer

Manually Building a User

Marketing using E-Mail Campaigns

Password Security Check

How to Set Up Custom Text

Searching for a Customer

Editing a Customer’s Security Question Answers

Unlocking a Customer

Adding Accounts to a Profile

Removing Accounts from a Profile

What is a Universe?

Managing Self Enrollment Requests

Managing A2A (External Transfers)

Processing Wires

Automatic Wire Processing

Processing ACH

SBA 7(a) Express Lending Platform

Setting Up ACH Positive Pay

Corporate Customer Process: Managing Filters on Accounts

Transfers

Card Transaction Disputes

See Also

Logging In

Bank Settings

Security Settings

Transactions Settings

System Tab

Messages tab

Cash tab

Reports tab

VoiceLinks tab

Enrollment tab

Marketing tab

FAD tab

Quick Guides

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