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MENUS RELATED TO CIF

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pofinacleguide for menus related to cif in dopfinacle


CCRC

The menu for creation of CIF(Customer Information File) is CCRC but the most important point is check whether the customer is existing customer or using the menu CDEDUP then select function as " ADD " and click on Go.Make a practice to check for the customer is existing or not in order to overcome the duplication.


CDEDUP

This menu is used for checking whether the customer is existing customer or not which is very important for tracing the no of accounts held by the customer.It will have 10 parameters better to search by last name and postal code.

CMRC


For  modification of existing and migrated accounts CIFs we have to change the title,DOB,Documents and address details in this menu.

Try to use the old CIFs only before creating new one.

HCCA

For merging of CIFs if the customer is having more than 1 CIF. Enter the account number for which the new CIF is to be merged.Then delete the old CIF and enter the new one. Mark the account name change option if necessary.

HCRV

To find the number of accounts for a particular customer.

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