Configure Workflow for Opening Accounts

These steps explain how to define the steps and fields required to open a new membership or sub-account.

1. Launch Tool #1004 Workflow Controls: Open Mbrships/Accts.

2. Enter a corporate ID and branch number in the Workflow Controls for Opening Memberships pop-up.

3. Click the forward arrow.

4. Check/uncheck the desired boxes to add or remove steps and required fields.

5. Click Save.

Learn More

Learn more about workflow controls for opening memberships.