Email Address and Phone Number are not Showing on CTR Record

When you view the customer's record under CTR > Main Menu > Customer Information, you can see the email address and phone number. When you view the CTR record and edit the Beneficiary, the email address and phone are not showing.

You open the CTR batch and can see that the phone and email are included in the CTR batch to FinCEN.

Environment:

EZTeller Enterprise 6.1 and newer

Workaround:

EZTeller uses the address associated with the Customer Record as the default address on CTR records.

Address Associations can be added under CTR > Main Menu > Customer Information > Address Associations.

When a CTR is triggered by a transaction on an account with an address association, EZTeller will use the address association instead of the address on the Customer Record.

When reviewing a CTR Record user can highlight the Beneficiary and click Edit. The customer information has an additional option to select which address to report on the CTR. The Account Address option will be selected by default and the phone number and email address will not show.

If you would prefer to use the address from the Customer Record:

Select the Customer Address option. and click OK. Note that the screen won't immediately change.

Close out of the CTR record and reopen it.
Highlight the Beneficiary and click Edit. The option for Customer Address will now be selected and the email address and phone number will show.

ArticleNumber:

000063875

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Email Address and Phone Number are not Showing on CTR Record

Email Address and Phone Number are not Showing on CTR Record

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