Information Replicated for New Accounts

Although most information for an account will be copied, not all information will be. The following points describe the information that is NOT copied on newly replicated accounts:

Mailing premise will be set to blank
Setup Date is set to the current date
Credit Review Date and Postpone Credit Review Until Date will be set to blank
Auto Pay information will not be copied
Credit Rating History will not be copied
Non-cash deposit information will not be copied

Note:

that all miscellaneous persons linked to the account (i.e., those who are not flagged as Main Customers) will be linked to the new accounts. With this functionality, for example, you can create a person for a third party enroller and link this enroller to the template account. This enroller will then be linked to all the new accounts.