Logging In and Out
What is the first step to log in to the Suffolk DNA® system?
Click the Suffolk DNA® icon on your desktop.
How do you view ticklers from the Generic Tickler Screen?
Click on the Tickler tab and select the relevant checkboxes, then click Query.
How do you open the Relationship Profile via Quick Inquiries?
From the Services slideout, select the Relationships Module, then select Quick Inquiries→Relationship Profile.
How do you create a note in the Relationship Profile?
Select Contact Management→Notes, click Create, select the Note Class and Sub Class, enter the Note Text, select the Review radio button, then click Process.
How do you open Transaction Express from the Relationship Profile?
Select Transaction Express from the screen menu bar.
What should you do if the DNA® system times out after 15 minutes of inactivity?
Log back in.
What is the best practice for creating ticklers from the Generic Tickler Screen?
Ticklers created from the generic screen should be personal reminders and not associated with a specific member or organization
What pieces of information should you use to search for a member in the Relationship Profile Search Screen?
First Name
Last Name
Social Security Number
Membership Number
How do you view all notes related to a member?
Select More→All Notes from the screen menu bar.
Why is it the best practice to transfer funds between like accounts using the Multiple Transfer Screen, instead of transaction express?
This method will show as a “Transfer” on a member’s statement and transaction receipt.
How do you log out from the DNA® system PROPERLY?
From the Navigation bar, select Logout→Signoff.
How do you assign a tickler from the Relationship Profile?
Navigate to the member’s Relationship Profile, select Contact Management→Ticklers, select the tickler to assign, then click Assign.
How do you print account information from the Relationship Profile?
Select Print from the screen menu bar, then choose Preview or Print.
What should you do to edit a note in the Relationship Profile?
Select Contact Management→Notes, choose the desired note, click Edit, edit the Note Text field, select the Review radio button, then click Process.
How do you process a regular loan payment funded by an account?
Navigate to the member’s Relationship Profile, select Transaction Express, choose the loan account, enter the payment details, and process the transaction.
What screen appears after selecting the branch you are working from?
The DNA APP LAUNCHER screen
What should you do to resolve a tickler from the Generic Tickler Screen?
Select the tickler to edit, click Edit, check the Resolved checkbox, select the Review radio button, then click Process.
What is the function of the Smart Search in the Relationship Profile?
To search for desired information using specific criteria.
How do you inactivate a note in the Relationship Profile?
Select Contact Management→Notes, choose the desired note, click Inactivate, then click Close.
What should you do to create a payoff quote in the Relationship Profile?
Select the loan needing a payoff quote, choose Payoff from the screen menu bar, click Query, check the Create Payoff Quote checkbox, enter additional information if needed, then save and print the quote.
What happens if you are assigned to more than one CashBox?
The CashBox Select window appears, and you need to click on the relevant CashBox, then click Process
How do you create a tickler from the Relationship Profile?
Navigate to the member’s Relationship Profile, select Contact Management→Ticklers, click Create, select the Tickler Type, enter a Description, select the Expires On date, select the Review radio button, then click Process.
What pages in XP2 did the Relationship Profile replace?
The members individual summary, and membership summary.
Do we delete notes?
NO
How do you process a principal receipt payment funded by an account?
Select Transaction Express from the screen menu bar, choose the loan account, select Principal Receipt, enter the transaction amount, choose the deposit account, select Withdrawal, validate the transaction amount, then process the transaction.