Account Warnings

For any warnings to appear within the New Account Wizard a Script needs to be configured and defined on all applicable Account Types.

On the Account Types, New Accounts page you need to tick the checkboxes to Include Account Warning Information items and/or Include Account Warning Alert items, to populate the Account Warnings.

Account Type Form, New Accounts

Account Types Form, Scripts

Event

You will need to define your event script here, for the Account Warnings to run correctly prior to opening a new account.

Summary Page

You can define your summary page script here, for any additional Account Warnings you wish to display on the Account Accept Decline and the New Account wizards. Leave blank to use the inbuilt summary script.

New Account Wizard, Account Warning Page
This is what the Account Warning page will look like on the new account wizard.

  • On the Account Types, New Accounts page. The new account options controls how you would like the Account Warning page to display. ie; Information or Alert items.

New Account Wizard, Account or Decline Account War
This is what the Account Warning page will look like on the Account Accept Decline wizard.

  • On the Account Types, New Accounts page. The new account options controls how you would like the Account Warning page to display. ie; Information or Alert items.