Linking digital banking Customers to Centrix Exact/TMS Customers in User Management
If 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 Exact/TMS Customer with the same name as an existing Exact/TMS Customer. If you are unable to add an 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
- Go to the Exact/TMS section of the Customer pane.
- Select Add new.
- Choose a Security template.
- (Optional) Select Issued check file formats you want saved to the Customer's Exact/TMS profile.
- Select Save new Exact/TMS Customer profile.
The digital banking Customer is now linked to the newly added Exact/TMS Customer profile. Select Go to Exact/TMS Customer profile to open the Customer's Exact/TMS profile in a new browser tab.