Data
- How do I change my Service Groups and/or Services?
- How do I know what my custom fields are for Loans/Core Deposits/Customers/etc.?
- What if I want to add additional data feeds to Core iQ?
- What is the best way to determine why a communication queued for someone based on custom data?
- Why is my date field showing as 01/01/1900 or 12/31/9999 on a report?
- Are those with a Death Date excluded from Core iQ communications?
- Can Core iQ exclude people outside the US from communications?
- Can Core iQ tell me how many email addresses I have?
- Can I segment audiences or campaigns off of custom data fields?
- Does Core iQ write data changes back to my core?
- How do I map in a new Product or Service to Core iQ?
- How do I use Account Custom Fields?
- How do I view account information for a customer in Core iQ?
- If my Account Numbers don’t match Core iQ, how do I use the Matching Customer Identifier Report?
- Is a missing customer record marked as a Past Relationship in Core iQ?
- What should I do if I can't get Open Dates for Ancillaries into Core iQ?
- When do data changes I make in my Admin area get reflected back into Core iQ?