If Centrix Exact/TMS is enabled for the Customer and Group, you can create new Centrix Exact/TMS Customers and link them to a new or existing digital banking Customer.
Note
You cannot add a new Centrix Exact/TMS Customer with the same name as an existing Centrix Exact/TMS Customer. If you are unable to add an Centrix Exact/TMS Customer for this reason, change the name of the digital banking Customer and try again.
To add a new Centrix Exact/TMS Customer
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Go to the Exact/TMS section of the Customer pane.
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Select Add new.
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Choose a Security template.
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(Optional) Select Issued check file formats you want saved to the Customer's Exact/TMS profile.
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Select Save new Exact/TMS Customer profile.
The digital banking Customer is now linked to the newly added Centrix Exact/TMS Customer profile. Select Go to Exact/TMS Customer profile to open the Customer's Exact/TMS profile in a new browser tab.