T24 Quick Reference Guide

Getting to Know T24

This guide has quick reference topics to help you use T24 to perform basic tasks.
Keep it handy as you
get to know T24.
T24 Helpline If you need help as you get to know T24, call the T24 Helpdesk (x8555)
or send an email to
[email protected].
ƒ Getting Help
ƒ Signing In and Changing Your Password
ƒ Looking Up Customers
ƒ Using the CRM
ƒ T24 Icons and Keyboard Shortcuts
ƒ Working in T24
ƒ Viewing and Printing Reports
Getting Help
When you’re working in T24, if you’re not sure what to enter in a screen or field,

click the T24 Help icon.

OR
1. In Internet Explorer, click the Favorites button or press Alt‐C.
2. Click the My T24 Help folder.
3. In the Quick Reference folder, click the link for the topic to view.
To add a displayed help topic to My T24 Help (your virtual binder)
1. Press Ctrl‐D.
The Internet Explorer Add a Favorite window opens.
2. From the Create in drop‐down list, select My T24 Help.
3. Click Add.
© 2011 BankName | T24 Quick Reference Guide 2
Signing In and Changing Your Password
Navigation: Opening T24
On the Windows Start Menu, click Corporate Applications > T24.
Overview
When you open T24, the first thing you need to do is sign in. Once you’ve signed
in, the menu items you
see and can open will depend on the permissions assigned to your role. In some
cases you might see
menu items that you do not have permission to open.
You have five tries to sign in. If for some reason you cannot sign in, please call
the Helpdesk (x8555).
To sign in
1. In the T24 Sign In window, specify these values:
Username Your new T24 username. The username is case‐sensitive.
Password The first time you sign in, type a password. Think of an alphanumeric
password of 8 to 16 characters. The password is case‐
sensitive, and must contain at least one letter and one number.
The next time you sign in, type the same password. If you forget your password,
call the Helpdesk (x8555).
2. Press Enter or click Sign In.
3. If you are signing in for the first time, retype the password twice in the
dialog box that opens.
You will be automatically signed off after 30 minutes of inactivity. If this
happens, you must sign in again.
To sign off
ƒ In the T24 main window, click Sign Off.
To change your password
1. In the T24 main window, click Tools.
2. Click My Profile, and then click Change Password.
3. Specify these values:
Old Password Old password.
New Password Alphanumeric password of 8 to 16 characters. The password is case‐
sensitive.
Confirm New Password Repeat the new password.
4. Press Enter or click the check mark .
5. Close the windows.
© 2011 BankName | T24 Quick Reference Guide 3
Looking Up Customers
Navigation
In the Retail Menu, click Customer Operations > Enquiries > Customer Details.
Overview
T24 offers many ways to search for and display information. This topic shows you
three common ways
to look up customer information using the Find Customer enquiry.
To look up a customer’s number
1. In the Find Customer screen, enter one of these search criteria:
Search
criteria
Qualifier to
select
What to search by Notes
Name equals Type the customer’s first and last name, enclosed in
quotes. For example, "T24 MULTIFUNCTIONAL"
The name is case‐sensitive. Quotes are required
when there are spaces in the search term.
Name contains Type the customer’s first and last name. The name is case‐sensitive.
This search usually
yields multiple results.
Date of
Birth
equals Type the customer’s date of birth or date of incorporation,
in the format yyyymmdd.
If desired, click the Calendar button and select
the date.
Street equals Type the customer’s street address, enclosed in quotes. For
example, "15117 ‐ 101 Ave"
Quotes are required when there are spaces in
the search term.
2. Click Find.
The customer’s number is displayed in the Customer column. You might need to scroll
through the list if
there are a lot of search results.
To view details for a customer
1. In the Find Customer screen, in the Customer Number field, type the 6‐digit
customer number, and
then click Find.
2. Click Customer Details .
3. Scroll to the far right, in the drop‐down list select View Record, and then
click Select .
4. Click the Customer Relationships or Customer Accounts tabs to view more
information.
To display the overview for a customer
1. In the Find Customer screen, in the Customer Number field, type the 6‐digit
customer number, and
then click Find.
2. Click Customer Overview .
© 2011 BankName | T24 Quick Reference Guide 4
Using the CRM
This page gives you an overview of the Customer Relationship Management (CRM)
features in T24 that
you will use most often as you record, view, edit, and resolve customer contacts.
Contacts include both
interactions and opportunities.
Navigation
You open all the screens for the CRM from the Customer Overview. To view your
Active Worklist, it
doesn’t matter which customer’s overview is displayed in the Customer Overview.
To display the Customer Overview for a customer
1. In the Retail Menu, click Customer Operations > Enquiries > Customer Details.
2. In the Find Customer screen, in the Customer Number field, type the 6‐digit
customer number, and
then click Find.
3. Click Customer Overview .
Recording Customer Contacts
To record the details of a customer contact
1. In the Relationships section of the Customer Overview screen, click Input
Contact.
2. Follow the instructions in the New Contact help topic.
Using the Contact History
To view and edit a customer’s contacts via the Contact History
1. In the Relationships section of the Customer Overview screen, click View Contact
History.
The interactions and opportunities for the customer are displayed.
2. Scroll through the lists to find the contact record to view, and then click
Contact Details .
3. Follow the instructions in the View and Edit Contacts via Contact History help
topic.
Using My Active Worklist
To view and edit contacts assigned to you or created by you
1. In the Relationships section of the Customer Overview screen, click My Active
Worklist.
The interactions and opportunities assigned to you are displayed.
2. Follow the instructions in the My Active Worklist help topic.
© 2011 BankName | T24 Quick Reference Guide 5
T24 Icons and Keyboard Shortcuts
T24 Icons
T24 contains dozens of icons. When you hover the mouse on an icon, the icon
description is displayed.
Click this icon With this description To do this
Account Maintenance Display the maintenance options for an account.
Account Transfer Display the screen for closing an account and transferring the
balance to another account.
Amend Edit a record.
Authorize Authorize a transaction.
Calendar Select a date from the calendar.
Commit Save a record and complete the record or transaction.
Customer Details, Contact Details,
View, View Details
Look up details about the line item.
Frequency Control Set up statement dates.
New Create a new record.
Hold Save the record or transaction as is, without finishing it. T24 saves the item
for one year.
Print Toolbox, Enquiry Actions Select from a menu of printing or other tool
options.
Save Save a record or transaction.
Select Select the specified drop‐down menu item.
Validate Check your entries before saving and leaving a screen.
Keyboard Shortcuts
Tip: Using the Enter key in T24 is controversial. It sometimes causes unexpected
results. However, at
other times it is necessary or simply useful. You’ll soon find out when it is
effective to use Enter.
You can use many common Windows keyboard shortcuts in T24. Here are some examples.
Press this key combination To do this
Ctrl‐C Copy the selected text.
Ctrl‐V Paste the copied text at the location of the cursor.
Ctrl‐F Search for a text string or number. First click the part of the screen where
you want to search.
Ctrl‐+ Increase the font size of the screen display.
Ctrl‐‐ (Ctrl and minus sign) Decrease the font size of the screen display.
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Working in T24
Here are a few tips for working in T24.
Mandatory Fields
Some mandatory fields are indicated with an orange star . If you leave a mandatory
field blank, you will
receive an error message when you validate the screen.
Hot Fields
Hot fields are signified with a red box . After you make an entry in a hot field,
T24 validates the entry
and in some cases updates other fields and selection lists based on the value of
the entry.
Specifying Dates
ƒ Type dates in the numeric format yyyymmdd. For example, for August 31, 2011 type
20110831.
ƒ All date fields also have a Calendar icon beside the field. Click the icon to
select the year,
month, and day, in that order.
ƒ In most cases, if you leave a date field blank, you will receive an error message
when you validate
the screen.
Viewing and Printing Reports
Overview
T24 comes with many different reports to help you do your job. Some of the reports
are called
enquiries. You can specify what information to display in the report and how to
sort the information.
To view a report
1. Click the report name.
2. Specify criteria for the report.
3. To sort the report, click More Options, and then specify up to three fields by
which to sort the
information.
4. Click Find.
To print a displayed report
ƒ Point to the Print Toolbox icon , and then select a print destination or file
format.
To print a displayed report or record when the Print Toolbox is not available
ƒ In the More Actions drop‐down list, select Local Print.