Most screens on the Customer Service screen contain the Account(s) and Customer(s) sections as a header. The Account(s) section provides a quick overview of an account by displaying its company, branch, account number, product, payoff amount and amount due, status, and oldest due date. The information on Customer Service screen always refers to the account selected in this section.

The Customer(s) section displays information about customer(s) attached to the account. The information on Customer Service screen always refers to the customer selected in this section.

To view account details in the Account(s) and Customer(s) sections, open the respective screen from the LHS menu and load the account you want to work with.

On the Customer Service screen’s Account(s) section, you can view the information based on your selection.

For details on this screen refer Customer Service screen section in Customer Service chapter.