After clicking the " Contact Forms" button under the " Contact" tab of the " Bank Branch Information" screen, you must click the " New" button to start recording a new contact confirmation form in the system.
In the "Communication Units" section, all available communication information for messaging and phone calls (these are designated as Communication Types ) - such as registered email addresses, any phone numbers, etc. - are listed as all Messaging Groups (these are designated as Message Types ). You can specify communication permissions by selecting one of the following options from the "Communication Permission" drop-down box.
Undefined: This is the default option, if there is no information available for a person's consent, you can leave it as is.
Yes: Indicates that communication permission has been given by the bank branch.
No: Indicates that communication permission was rejected by the bank branch.
Determining Contact for Branches
You can specify the contacts under the "Organizational" tab -> "Contacts" tab of the "Bank Branch Information" screen.
After selecting a "Business Partner" or "Contact Person" from the window, you can select a "Relationship Type" ( -> CPR - contact person ) from the drop-down box.