Customer Dashboard

Customer Dashboard with Tax Identification number, Date of Birth, Phone Numbers and Address displayed.

The Customer Dashboard remains fixed across all customer pages and provides quick access to:

  • Ribbon with or without a checkmark to indicate if an account or customer is bookmarked or not. add or remove Bookmarks on your Home page
  • Paper and pen to indicate signature card. view Signature cards
  • printer with paper to indicate printing. Quick Print to print the page or Advanced Print to customize your print
  • Pencil indicating edit capabilities. Edit mode for customer maintenance
  • Tax Identification number
  • Date of Birth with Age
  • Phone Numbers
  • Address
  • Alternate Name
  • Customer Summary, Customer Details, Relationships, and Activity pages
  • Deposits Total and Loans Total with a View Details button to access more information

Related Information

Search for customer information