Notify Customer

Introduction

This screen allows the Relationship Manager to notify the prospect details on generation of access code and customer ID. This screen also allows to select preferred mode of delivery for the same.

Navigation

The following is the navigation for this option:

• Click Notify Customer in the Online Registration Maintenance List screen.

• The Notify Customer  screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Notify Customer

Customer Name

The name of the customer.

Application ID

The application ID.

Customer ID

The customer ID.

Customer Creation Status

The status of the application.

User ID

The user ID.

Access Code Status

Indicates whether the access code is generated or not.

Notification Details

Mode of Delivery

The possible modes of delivery offered by the bank.

Valid values:

SMS

E-Mail

Fax

Courier

Customer ID

Select the option button for preferred mode of delivery of customer ID information.

Access Code

Select the option button for preferred mode of delivery of access code.

Customer Details

The mobile number, e-mail Id or fax number that is chosen as the preferred mode of delivery for either customer ID or access code.

Remarks

Specify remarks, if any.

History

Action Date/Time

The date and time when the action occurred.

Action By

The name of the person who has performed the action.

Action Taken

The action taken.

Remarks

The remarks specified while performing the action.