1. Loan Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer/Business Details tab
  4. Business sub tab
  5. Partners sub tab

4.8.2.3 Partners sub tab

  1. In the Partners sub tab, click Add. You can also perform any of the Basic Operations mentioned in Navigation chapter. A brief description of the fields are given below:

    Table 4-70 Partners

    In this field View this
    Permission to call Check this box if customer has provided permission to contact through the specified phone number.
    Permission to Text Check this box if customer has provided permission to contact through text message.
    First Name Partner’s first name.
    MI Partner’s middle name.
    Last Name Partner’s last name.
    Suffix Partner’s suffix.
    SSN Partner’s social security number.
    Birth Dt Partner’s birth date.
    Birth Place Partner’s birth place.
    Director Ind If selected, indicates that partner is the director of the business.
    Networth Partner’s net worth.
    Gross Income Partner’s gross income.
    Language Partner’s language.
    Nationality Partner’s nationality.
    Title Partner’s title.
    Ownership (%) Percentage of ownership held by the partner.
    Email Partner’s e-mail.
    Phone Partner’s phone.
    Extn Partner’s phone extension.
  2. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Business sub tab