Screens

This topic contains general information about screens in the Lifecycle Management Suite. Screens allow users to create, edit, and view account, and account holder data. They are accessed from the Screens tab in the left navigation panel of the workspace.

Ticket screens are not available in the screens tab.

The list of screens displayed varies based on the account or in context, the user's security permissions and the areas assigned to the screen. When configuring screens, the system administrator defines the account and types for which the screen is available. Lifecycle Management Suite screen types include person, account, and screens.

Person Screens

Person screens display information related to the person in context such as Contacts and Workflow History. Person screens are identified in the Screens tab with a person icon . For more information on person screens, please see the Person System Screens topic in this guide.

Account Screens

Account screens display information related to the account in context such as Letter History, Payment History, and Documents. Account screens are identified in the Screens tab with a financial institution icon . For more information on account screens, please see the Account System Screens topic in this guide.

Account Selection

When any account screen is open in the workspace, the account selector drop-down within the screen tab can be used to change the screen to display information for the selected account.

Select an account from the drop-down to view information for a specific account.

Once the desired account is selected, the screen refreshes.

The account selector drop-down defaults to All for . When an account is selected within the Related Accounts panel, the account selector drop-down defaults to the account in context.

Panels

Screens are made up of panels, defined by the system administrator when creating the screen. Each panel may have its own unique behavior. For example, if an account panel is on a person screen, the panel is only displayed if it is mapped to the account in context in the workspace.

Additionally, a Messages panel can be configured to appear on a person screen to display important messages about the person in context. For more information on the Messages panel, please see the Messages Panel on Person Screens topic in this guide.

Address, Phone and Email Panels

Address, phone and email panels contain a filter to reduce the number of records that are displayed when the panel is rendered in the workspace. By default, the Hide Duplicates button is selected to hide duplicate records.

A record is considered a duplicate if the values in all of its fields are an exact match to another record. If two records have the same values but different cases, 123 Elm Street and 123 elm street for example, they are not considered duplicates.

Select the All button to display all of the records for the person in context, including the duplicates. This button is labeled "All Addresses," "All Phones," or "All Emails" depending on the panel.

If the Hide Duplicates button is selected and a user tries to edit or delete a record, a message displays indicating the selected record is a duplicate and cannot be edited or deleted in the Hide Duplicates view. Records can only be edited or deleted in the All view.

Details

To view details relating to a record, such as collateral, double-click the record on the panel in the workspace. Once selected, an edit screen displays.

Add or edit any information and click Save and Close to return to the workspace. The updated information appears on the screen.

Validation Messages

Validation Rules can be configured by a system administrator to display a message after adding or editing information on a screen and clicking . Validation rules can present warning or error messages to the user, alerting them to issues or restrictions related to the information entered on the screen. The message informs the user of the warning or error and provides instructions on how to proceed.

In the example below, a warning validation rule was configured by a system administrator to warn the user when they enter a Credit Limit value that is above $5,000.00. The warning message allows the user to click Continue Save to proceed with saving the screen or click Cancel to return to the screen to make the necessary adjustments to the information.

Want More Information About Screens?

For more information about screens, check out our screens video tutorial available on the Collaboration Portal.