Changing Collateral Transaction Information

Procedure

To change collateral transaction information:

1. Select the customer. How?

2. From the Customer Information tab, select Collateral.
   The Collaterals List screen appears.

3. Select view/edit in the row for the transaction.
   The Collateral details screen displays the fields for the collateral transaction category you select.

Important:  For Corporate Guarantee collateral transactions, any changes you make to the guarantor information also change the information on the customer record for the guarantor. If you choose the wrong guarantor, delete the collateral transaction with the wrong information, and create a new one.

4. Change information for the transaction.

5. Click Save.