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Where do you change the language settings in ACTION?
Utility menu > Language settings
Where can you view CM's FICO score?
Card Member tab
where do you add a verbal password?
Landing page > verbal password
What information do you need to have to add an AU?
1. Full name
2. SSN
3. DOB
4. Current address
Where do you check CM's Age?
Side bar > CM > DOB
Where in ACTION do you view a statement summary?
Where do you initiate a balance transfer?
landing page > BT > select offer
Where do you see related accounts?
Where can you view the CBB details that were earned this statement?
Statements and transactions> summary > rewards-CBB > Earned this statement (view details)
Where can you view the AU account when on the PCM account?
Side bar> card member > viewing
Where do you view the memo's?
Landing page> account activity
how do you activate a card?
landing page > Activate card
Landing page > Payment > pay with rewards notch
where do you find the PIF quote?
Landing page > payments > Payoff Quote
OR
Landing page > Payoff quote
How do you add a memo?
Utility bar > memo
How do you view the running balance on up to date transactions?
Statements and transactions > Post statement
where do you view the payment data?
Landing page > payment data
OR
Landing page > Payments > payment data
Can you add an AU to action?
Yes, Landing page > Authorized User
How do you redeem rewards?
Ya can't.
where can you see if a CM is enrolled in paperless statements?
Call preview > alerts & warnings
Can you access related accounts on action?
How do you send a letter?
No.
what do you do if language assistance is needed?
Caller verification > click language / hearing assistance, next, enter interpreter name or badge ID (whichever they provide)
How do you update CM information?
Not today.
Where do you view the Annual Percentage Rate?
You don't.