T24 Quick Reference Guide

Getting to Know T24

ThisguidehasquickreferencetopicstohelpyouuseT24toperformbasictasks.Keepithandyasyou
gettoknowT24.

IfyouneedhelpasyougettoknowT24,calltheT24Helpdesk(x8555)orsendanemailto
T24Helpline
helpdesk@bankname.com.

Getting Help

Signing In and Changing Your Password

Looking Up Customers

Using the CRM

T24 Icons and Keyboard Shortcuts

Working in T24

Viewing and Printing Reports

Getting Help

WhenyoureworkinginT24,ifyourenotsurewhattoenterinascreenorfield,
clicktheT24Helpicon.

OR

1. InInternetExplorer,clicktheFavoritesbutton

orpressAltC.

2. ClicktheMyT24Helpfolder.
3. IntheQuickReferencefolder,clickthelinkforthetopictoview.
To add a displayed help topic to My T24 Help (your virtual binder)

1. PressCtrlD.
TheInternetExplorerAddaFavoritewindowopens.
2. FromtheCreateindropdownlist,selectMyT24Help.
3. ClickAdd.

Signing In and Changing Your Password

Navigation: Opening T24

OntheWindowsStartMenu,clickCorporateApplications>T24.
Overview

WhenyouopenT24,thefirstthingyouneedtodoissignin.Onceyouvesignedin,themenuitemsyou
seeandcanopenwilldependonthepermissionsassignedtoyourrole.Insomecasesyoumightsee
menuitemsthatyoudonothavepermissiontoopen.
Youhavefivetriestosignin.Ifforsomereasonyoucannotsignin,pleasecalltheHelpdesk(x8555).
To sign in

1. IntheT24SignInwindow,specifythesevalues:
Username YournewT24username.Theusernameiscasesensitive.
Password Thefirsttimeyousignin,typeapassword.Thinkofanalphanumericpasswordof8to16characters.Thepasswordiscase
sensitive,andmustcontainatleastoneletterandonenumber.
Thenexttimeyousignin,typethesamepassword.Ifyouforgetyourpassword,calltheHelpdesk(x8555).

2. PressEnterorclickSignIn.
3. Ifyouaresigninginforthefirsttime,retypethepasswordtwiceinthedialogboxthatopens.
Youwillbeautomaticallysignedoffafter30minutesofinactivity.Ifthishappens,youmustsigninagain.
To sign off

IntheT24mainwindow,clickSignOff.

To change your password

1. IntheT24mainwindow,clickTools.
2. ClickMyProfile,andthenclickChangePassword.
3. Specifythesevalues:
OldPassword

Oldpassword.

NewPassword

Alphanumericpasswordof8to16characters.Thepasswordiscasesensitive.

ConfirmNewPassword Repeatthenewpassword.

4. PressEnterorclickthecheckmark

5. Closethewindows.

2011 BankName

T24 Quick Reference Guide

Looking Up Customers
Navigation

IntheRetailMenu,clickCustomerOperations>Enquiries>CustomerDetails.
Overview

T24offersmanywaystosearchforanddisplayinformation.Thistopicshowsyouthreecommonways
tolookupcustomerinformationusingtheFindCustomerenquiry.
To look up a customers number

1. IntheFindCustomerscreen,enteroneofthesesearchcriteria:
Search
criteria

Qualifierto
select

Whattosearchby

Notes

Name

equals

Typethecustomersfirstandlastname,enclosedin
quotes.Forexample,"T24MULTIFUNCTIONAL"

Thenameiscasesensitive.Quotesarerequired
whentherearespacesinthesearchterm.

Name

contains

Typethecustomersfirstandlastname.

Thenameiscasesensitive.Thissearchusually
yieldsmultipleresults.

Dateof
Birth

equals

Typethecustomersdateofbirthordateofincorporation, Ifdesired,clicktheCalendarbuttonandselect
intheformatyyyymmdd.
thedate.

Street

equals

Typethecustomersstreetaddress,enclosedinquotes.For Quotesarerequiredwhentherearespacesin
example,"15117101Ave"
thesearchterm.

2. ClickFind.
ThecustomersnumberisdisplayedintheCustomercolumn.Youmightneedtoscrollthroughthelistif
therearealotofsearchresults.
To view details for a customer

1. IntheFindCustomerscreen,intheCustomerNumberfield,typethe6digitcustomernumber,and
thenclickFind.
2. ClickCustomerDetails

3. Scrolltothefarright,inthedropdownlistselectViewRecord,andthenclickSelect

4. ClicktheCustomerRelationshipsorCustomerAccountstabstoviewmoreinformation.
To display the overview for a customer

1. IntheFindCustomerscreen,intheCustomerNumberfield,typethe6digitcustomernumber,and
thenclickFind.
2. ClickCustomerOverview

2011 BankName

T24 Quick Reference Guide

Using the CRM

ThispagegivesyouanoverviewoftheCustomerRelationshipManagement(CRM)featuresinT24that
youwillusemostoftenasyourecord,view,edit,andresolvecustomercontacts.Contactsincludeboth
interactionsandopportunities.
Navigation

YouopenallthescreensfortheCRMfromtheCustomerOverview.ToviewyourActiveWorklist,it
doesntmatterwhichcustomersoverviewisdisplayedintheCustomerOverview.
To display the Customer Overview for a customer

1. IntheRetailMenu,clickCustomerOperations>Enquiries>CustomerDetails.
2. IntheFindCustomerscreen,intheCustomerNumberfield,typethe6digitcustomernumber,and
thenclickFind.
3. ClickCustomerOverview

Recording Customer Contacts

To record the details of a customer contact

1. IntheRelationshipssectionoftheCustomerOverviewscreen,clickInputContact.
2. FollowtheinstructionsintheNewContacthelptopic.
Using the Contact History
To view and edit a customers contacts via the Contact History

1. IntheRelationshipssectionoftheCustomerOverviewscreen,clickViewContactHistory.
Theinteractionsandopportunitiesforthecustomeraredisplayed.
2. Scrollthroughtheliststofindthecontactrecordtoview,andthenclickContactDetails

3. FollowtheinstructionsintheViewandEditContactsviaContactHistoryhelptopic.
Using My Active Worklist
To view and edit contacts assigned to you or created by you

1. IntheRelationshipssectionoftheCustomerOverviewscreen,clickMyActiveWorklist.
Theinteractionsandopportunitiesassignedtoyouaredisplayed.
2. FollowtheinstructionsintheMyActiveWorklisthelptopic.

2011 BankName

T24 Quick Reference Guide

T24 Icons and Keyboard Shortcuts

T24 Icons

T24containsdozensoficons.Whenyouhoverthemouseonanicon,theicondescriptionisdisplayed.
Clickthisicon Withthisdescription

Todothis

AccountMaintenance

Displaythemaintenanceoptionsforanaccount.

AccountTransfer

Displaythescreenforclosinganaccountandtransferringthebalancetoanotheraccount.

Amend

Editarecord.

Authorize

Authorizeatransaction.

Calendar

Selectadatefromthecalendar.

Commit

Savearecordandcompletetherecordortransaction.

CustomerDetails,ContactDetails, Lookupdetailsaboutthelineitem.
View,ViewDetails

FrequencyControl

Setupstatementdates.

New

Createanewrecord.

Hold

Savetherecordortransactionasis,withoutfinishingit.T24savestheitemforoneyear.

PrintToolbox,EnquiryActions

Selectfromamenuofprintingorothertooloptions.

Save

Savearecordortransaction.

Select

Selectthespecifieddropdownmenuitem.

Validate

Checkyourentriesbeforesavingandleavingascreen.

Keyboard Shortcuts

Tip:UsingtheEnterkeyinT24iscontroversial.Itsometimescausesunexpectedresults.However,at
othertimesitisnecessaryorsimplyuseful.YoullsoonfindoutwhenitiseffectivetouseEnter.
YoucanusemanycommonWindowskeyboardshortcutsinT24.Herearesomeexamples.
Pressthiskeycombination Todothis
CtrlC

Copytheselectedtext.

CtrlV

Pastethecopiedtextatthelocationofthecursor.

CtrlF

Searchforatextstringornumber.Firstclickthepartofthescreenwhereyouwanttosearch.

Ctrl+

Increasethefontsizeofthescreendisplay.

Ctrl(Ctrlandminussign) Decreasethefontsizeofthescreendisplay.

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T24 Quick Reference Guide

Working in T24
HereareafewtipsforworkinginT24.
Mandatory Fields

Somemandatoryfieldsareindicatedwithanorangestar .Ifyouleaveamandatoryfieldblank,youwill
receiveanerrormessagewhenyouvalidatethescreen.
Hot Fields

Hotfieldsaresignifiedwitharedbox .Afteryoumakeanentryinahotfield,T24validatestheentry
andinsomecasesupdatesotherfieldsandselectionlistsbasedonthevalueoftheentry.
Specifying Dates

Typedatesinthenumericformatyyyymmdd.Forexample,forAugust31,2011type20110831.

AlldatefieldsalsohaveaCalendaricon
month,andday,inthatorder.

Inmostcases,ifyouleaveadatefieldblank,youwillreceiveanerrormessagewhenyouvalidate
thescreen.

besidethefield.Clicktheicontoselecttheyear,

Viewing and Printing Reports

Overview

T24comeswithmanydifferentreportstohelpyoudoyourjob.Someofthereportsarecalled
enquiries.Youcanspecifywhatinformationtodisplayinthereportandhowtosorttheinformation.
To view a report

1. Clickthereportname.
2. Specifycriteriaforthereport.
3. Tosortthereport,clickMoreOptions,andthenspecifyuptothreefieldsbywhichtosortthe
information.
4. ClickFind.
To print a displayed report

PointtothePrintToolboxicon

,andthenselectaprintdestinationorfileformat.

To print a displayed report or record when the Print Toolbox is not available

IntheMoreActionsdropdownlist,selectLocalPrint.

2011 BankName

T24 Quick Reference Guide