Contact Info Changes
What types of accounts cannot be updated in Gateway?
What are business, organizations, fiduciary, and international accounts?
Can you delete an email address in Gateway with no replacement?
What is no, it must be deleted in DNA?
What should you do if you accidentally delete an address in Gateway?
What is withdraw the case and start a new one?
This happens automatically when a member with a mortgage or investments has their contact information updated in Gateway.
What is sending an email notification to the appropriate department?
This optional designation must remain selected if it was previously set.
What is the preferred phone number?
For best results, what should you do when making minor edits to an address? (example St to Street)
What is retype the entire address?
This system must be used if Gateway is unavailable or down.
What is DNA?
This type of email can be added or edited in Gateway.
What is a primary email address?
This Gateway feature helps auto-complete addresses using USPS data.
What is SMARTY integration?
This is the reason Gateway may block a contact update within 10 days of a previous change.
What is a 10-day change flag?
These three types of phone numbers can be updated or edited in Gateway.
What are cell, home, and work?
This Gateway flag prevents address updates when it's active on a member's account.
What is the 10-day change flag?