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Setup Questions Corporate Clients

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list for more information: Corporate Clients Setup.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.

Questions for General Tab

Corporate Client:

What ID do I want to use for this Corporate Client?

Enter an identification: ________________________

Description:

What description do I want to use for this Corporate Client?

Enter the name: _____________________________

Belongs To: Is this Corporate Client subordinate to a master Corporate Client?

Enter the master Corporate Client ID: ____________

Refer to Grouping Corporate Clients for more information on using this field.

Questions for Address Tab

Address Line 1-4:

What is the mailing address for this Corporate Client?

Enter address line 1: __________________________

Enter address line 2: __________________________

Enter address line 3: __________________________

Enter address line 4: __________________________

City, State, Zip:

What city, state, and zip code are associated with the mailing address for this Corporate Client?

Enter a city: _________________________________

Enter a state: ________________________________

Enter a zip code: _____________________________

Country:

What country is associated with the mailing address for this Corporate Client?

Enter a country: _____________________________

Questions for More Contact Tab

Preferred Method of Contact

What is the preferred method of contacting the bank that holds the account?
By Phone1-3 refers to Contacts 1-3 that you set up on this tab.

Circle one: By Phone1, By Phone2, By Phone3, By Email, By Fax

Email

What is the email address  for the contact?

Enter a valid email address: _____________________________

Fax

What is the fax number for the contact?

Enter a valid fax number: _____________________________

Contact 1

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Contact 2

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Contact 3

What is the contact information for the contact?

Title: _________________________________

First Name:       _________________________________

Middle Initial:     _________________________________

Last Name:       _________________________________

Phone: ________________________________

Notes

Do I have notes to add (maximum 255 characters)?

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