Monday, November 21, 2016

Where does the email address go in a customer record?

In regards to the new Perm/Mailing/Temp address types, if the borrower has more than one address, it does make a difference which type their email address is attached to.

If a customer has:
  • Perm Only – Use Perm to set email address & related fields
  • Mailing & Perm – Use Mailing to set email address & related fields
  • Temp & Mailing/Perm – Use Temp to set email address & related fields. When those dates expire, it will revert to whatever method is set in the Mailing/Perm.
Note: This affects hold and overdue notices. Preoverdue notices don’t care where the email address is listed on the record; they are controlled by a separate program. Lost notices are always printed and mailed to the borrower. If

In case, the email is not put on the proper address type, don’t worry. The notification will still be sent by print or phone (based on other settings in the record). 


rev. 4/2018