Ticklers Overview

The Lending Cloud application provides financial institutions with the ability to monitor the information needs for loans and customers created within the Tickler module. Access to the Tickler module depends on site configurations, security settings, and subscriptions. Please see your system administrator for questions regarding access.

Note To use the messaging function of the Tickler module, users must validate their email addresses.

This section includes the following topics:

• Managing Ticklers

• Add Ticklers Tab

• Active Tab

• Archive Tab

• Ticklers Menu

• Tickler List Searches

• Batch Letters

• Notifications

• Providing eNotices with Links to Ticklers

• Deactivating and Retaining Tickler Custom Forms

• Limiting the Length of Open Tickler Lists for Export

• Ticklers System Administration Settings