When a client has received a Pre-dormant Inactivity notice and contacts an office, do the following:

1. In Xperience click Customer & Account Inquiry.
2. Enter the client name, CIF or TIN and then click Search.
3. Click Related Functions > CRM.
4. Click New Event/Activity > Create New Event > Service Session > Deposit Services > DS Inactivity Notice (Not for Dormant Accounts)– Update Date of Contact. Note: If a client receives an Inactivity notice for more than one account, include each applicable account on the service event as the contact dates must be updated per account not per client.
5. Complete all applicable fields:
   • Account Number Inactivity Notice received on
   • Contact Date – Date client spoke with the associate
6. Click Save > Save & Submit.
7. Deposit Services updates the Date Last Contact on the client account which resets the number of days to dormancy. (Last contact date is located under the Customer tab on the client's Account Inquiry screen.)