Attach a deposit product to an account

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Prerequisites

• The organization that contains the deposit product must contain valid interest plans.
• The deposit products must be in Active status.
• The account must be of the type Debit. (In Control Center, you can only attach debit type accounts. To attach a different type, you must use the Interest-bearing accounts API.)

To attach a deposit product to an account:

1. From the main menu, click Customer operations > Accounts management. This opens a new CRM session with a counter.
2. On the Accounts management screen, select the type of data you want to search: Document, Account, Email, or Name.
3. On the account overview screen, open the Deposit products tab.
4. Select the deposit product that you want to attach or detach.
   1. To attach the account, select Attach.
   2. To detach the account, select Detach.
5. Select End session.
6. In the End the session dialog, select an outcome and provide notes about the operation.
7. Select Submit report.
8. At the confirmation prompt, select Yes, end session.