New Form allows the teller to print a Customer Return Form to give to the customer detailing what document they need to return with.

To print a Customer Return Form

1.If not already open, Open the Customer Console using the customer's number or name.

2.From the main menu, select Tools > Customer Return Form > New Form.   The Customer Return Form dialog appears.

3.Enter the FAX information if necessary.

4.Click in the check boxes next to each applicable return reason and enter any comments in the Comment field.

5.Click the Submit button.  A message appears advising the Customer Return processed successfully.

  The Customer Return Form prints.

6.Click the OK button to close the dialog.