Core iQ allows you to reach out to your customers in a number of ways, whether it's through a campaign or an individual point-in-time communication. If you are looking to send a customer an account-specific email or print item, you can do so within the Core iQ customer profile. You will see a small, green letter icon next to each of a customer’s accounts within the Customer Profile area of Core iQ.
Each of these icons allows you to queue up an individual communication to that customer that will be directly tied back to their specific product account. For example, if you want to reach out to directly discuss a customer’s Priority Checking account, you can do so within this area and the communication will be tagged as relating to that account. This information will be appended to their profile’s Onboarding & Other Communications area and will allow you to better track which accounts they have been contacted in regards to.
What this also allows you to do is specify the particular product that you want to use as the key for any Core iQ merge fields. If you are reaching out about the Priority Checking account, any [Account_Number] merge fields, [Banker_Name] fields, and many others, will be influenced by this choice. It is a great way to ensure that the correct information is getting merged in on one-off items.