Related Topics: Member Maintenance

Member Maintenance Overview

Searching for a Member

Searching for a Member Using an Old Member Number

Using Audio Notification Screen Pops

Verifying a Member

Verifying a Member Through ID Verification

• Reviewing the Verification Results

Verifast Palm Authentication

Requesting a Credit Bureau Report

• Viewing Credit Scores
• Merged Debts

Contact Information

• Cardholder Phone and Email Synchronization
• Adding Employer Information
• Processing Virtual Branch Demographic Updates

Account Relationships

• Viewing Member Relationships
• Adding/Viewing an Account Relationship
• Adding a Non-Member Relationships
• Account Relationships Table

Ownership Information

Statement and Reporting Options

Member Notes, Warnings and Alerts

Statement Messages and Comments

Legal/Bankruptcy Information

Changing a Member's Branch

Changing a Member Number

Changing a Member's Taxpayer ID Number

Printing an Envelope

Closing a Member Account

Searching for Closed Accounts

• Adding and Maintaining Closed Accounts

Deleting a Member

Dormancy Frequently Asked Questions

Purging Members

Using Drivers License/ID Capture

Capturing and Retrieving Member ID/Signature

• Setting Up Image Capture
  • Application Profile - Apps - Devices - Image Capture
  • Setting Up Your User Profile Options
• Capturing Images
• Retrieving Images
• Signature Pad, Webcam and Scanner Troubleshooting