Contact Defaults

The contact Defaults category contains default settings relating directly to the Contact Information File.


Address Services

Address DPV Lookup When enabled, uses web services to connect to a database at the Nortridge Software data center for Delivery Point Validation.
When set to Web Services, NLS will connect to a database at the Nortridge Software data center to validate U.S. and Canadian mailing addresses.5.6+
DPV Ignore Missing STE #5.27+
 When enabled, missing suite/unit/apartment number in the address will be ignored during DPV.
National Change of Address5.19+
 When enabled, NLS Service can be used to schedule the monitoring of NCOS.

Contact

Adding Contact w/ Duplicate TIN This configuration defines the behavior when entering duplicate values in the TIN field.
No Warning

Duplicate entries are allowed.

Warning

Duplicate entries are allowed but a warning message is presented when the contact info is saved.

Error Out

Duplicate entries are not allowed.
Email Address Validation5.37+
 When enabled, ensure provided email address is properly formatted.

Display

Contact Maximum Fetch Count This value will limit the number of contact records that can be retrieved from a query. The value of 0 denotes unlimited fetch count.
Phone Number Mask The default phone number mask is (000) 000-0000. A placeholder of “0” forces a numeric value to exist.
Removing the mask will allow for entry of phone numbers of varying lengths and format.5.4+

Identity

Business Rules5.22+
 Determines the minimum amount of identification required to open a loan.
None

No minimum requirement is imposed.

Rule 1

If no primary ID is provided, require at least two secondary IDs.

Rule 2

Always require at least two primary IDs.
Enable Foreign Customer5.24+
 When enabled, the Foreign Customer checkbox is enabled in contact identity related dialogs.
Identity5.22+
 Enables the Identity tab in the Contact view.
Show Identity Disclosure5.23+
 When enabled, the disclosure (as configured in Loan Setup > Automated Payments) will be displayed when adding a new identity.

Miscellaneous

Advanced Global Search by Branch5.26+
 When enabled, the Search by Branch option will be available in the Advanced Global Search dialog. Search by branch is only available when Branch is enabled in system defaults.

Relationships

Auto-Number ABRs5.18+
 When enabled the Description field for a Contact’s addressbook relationships will automatically fill with a unique identifier based on its relationship type and how many relationships of that type are attached to that contact. The field changed column under a Contact’s history tab will use this identifier to specify which addressbook relationship has been changed.

Tree Control

Defines how each entity is displayed in their respective tree views. Element 1 defines the left element, element 2 defines the middle element, and element 3 defines the right element.

Example

The default values for Contact Tree Element 1 is Contact Number, Contact Tree Element 2 is Last Name, and Contact Tree Element 3 is First Name. A contact with a Contact Number set as 1, First Name as John, and Last Name as Doe will appear as [1] DOE JOHN in the contact tree.

Contact Relationship Tree Element 1 – Couple Element #1 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Couple type records.
Contact Relationship Tree Element 1 – Individual Element #1 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Individual type records.
Contact Relationship Tree Element 1 – Organization Element #1 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Organization type records.
Contact Relationship Tree Element 2 – Couple Element #2 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Couple type records.
Contact Relationship Tree Element 2 – Individual Element #2 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Individual type records.
Contact Relationship Tree Element 2 – Organization Element #2 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Organization type records.
Contact Relationship Tree Element 3 – Couple Element #3 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Couple type records.
Contact Relationship Tree Element 3 – Individual Element #3 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Individual type records.
Contact Relationship Tree Element 3 – Organization Element #3 of the Contact Relationship Tree Control. By setting this value you can control the displayed contents of the Contact Relationship Tree Control for the Organization type records.
Contact Tree Element 1 – Couple Element #1 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Couple type records.
Contact Tree Element 1 – Individual Element #1 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Individual type records.
Contact Tree Element 1 – Organization Element #1 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Organization type records.
Contact Tree Element 2 – Couple Element #2 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Couple type records.
Contact Tree Element 2 – Individual Element #2 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Individual type records.
Contact Tree Element 2 – Organization Element #2 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Organization type records.
Contact Tree Element 3 – Couple Element #3 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Couple type records.
Contact Tree Element 3 – Individual Element #3 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Individual type records.
Contact Tree Element 3 – Organization Element #3 of the Contact Tree Control. By setting this value you can control the displayed contents of the Contact Tree Control for the Organization type records.
Contact – Loan Relationship Tree Element 1 Element #1 of the Contact to Loan Relationship Tree Control. By setting this value you can control the displayed contents of the Contact-Loan Relationship Tree Control.
Contact – Loan Relationship Tree Element 2 Element #2 of the Contact to Loan Relationship Tree Control. By setting this value you can control the displayed contents of the Contact-Loan Relationship Tree Control.
Contact – Loan Relationship Tree Element 3 Element #3 of the Contact to Loan Relationship Tree Control. By setting this value you can control the displayed contents of the Contact-Loan Relationship Tree Control.