AccuAccount

The previous version of Notice Letters had “paragraphs”, which were easy to customize based on the type of exception it would be assigned to. Fields like Account Number or Expiration Date could be included where they are relevant, but also left ou...

If a customer has multiple exceptions (and those exceptions are all part of the same letter set), the exceptions will not be combined on a single letter if they are on different stages. If each letter stage has different text, this is great, but i...

When searching for an account number or name, especially when the account number is short or the name is common, the system can return several pages of matches and you must page through to find the one you are looking for. It would be extremely he...

Add “Officer Email” address as a selectable placeholder for notice letters. With emailed letters becoming more common, users need an easy way to add the officer email address to the letter so the customer can email the documents (or questions) dir...

When documents are mapped and imported through an interface or through an image conversion, all documents must be QCd and approved. We have been asked on numerous occasions to update the documents' QC status to approved through a script based on t...

Display the Closed Date for Deposit or Trust Class: In the Account Header On the Account Edit screen. These dates are already stored in the database. They just need to be displayed.

Logic: If the account number already exists but the primary owner is different than the existing owner. Create a decisioning screen, showing the existing primary owner and the new owner. Two Options: Change the primary borrower on the existi...

When there is an error or an issue where a document cannot be imported (other than Account Number, Customer Number, unresolved MTEs, etc.) the index file gets archived, and the corresponding image remains in the _Data folder. Instead of archiving ...

To use the feature, they have to touch all the users to restrict access. It should default to yes as it would be easier to allow a few access than restrict the majority.

Would like there to be a letter/email option on the distribution page so you don't have to go to each customer page to make the choice.