Activities

The Activities tab provides easy access to a variety of member service options. Click the icon to access the appropriate dialog box.

The following activities are accessible from the Member Requests group box on the Activities tab.

• Click the Track a Member Request button to open the Other Service Request window in Contact Manager. From the Other Service Request window, you can use the Select Action drop-down list to access any of the Contact Manager activities.
• Click the ACH Stop Payment icon button to open the ACH Stop Pays dialog box and add or delete a stop payment for the member.
• Click the Draft Stop Payment icon button to open the Share Draft Stop Pays dialog box and add or delete a stop payment for the member.
• Click the Statement Retrieval icon button to display the Statement Retrieval dialog box and retrieve a member statement.
• Click the Alternate Check Address icon button to display the Alternate Check Address dialog box and specify an alternate address for dividend checks.
• Click the Order Checks icon button to open the Confirm Check Order dialog box and order checks.
• Click the Add/Maintain Joint Accts icon button to display the Account Relationships dialog box and add a co-owner.
• Click the Print Full Member Status icon button to display the Print Full Member Status dialog box and print a member status report to the status printer defined on the Print Profile dialog box.
• Click the Print an Envelope icon button to display the Print Envelope dialog box and print an envelope for the member.
• Click the Print Temporary Checks icon button to display the Print Temporary Checks dialog box and print temporary checks.

The following activities are accessible from the User Requests group box on the Activities tab.

• Click the Send an E-mail icon button to send the member an e-mail.
• Click the Create Documents icon button to display the Document Preparation dialog box and prepare documents for the member.
• Click the View Documents icon button to display the View Documents dialog box with a default repository and member number already selected.
• Click the Welcome Kit icon button to open the Forms Maintenance dialog box and issue a welcome packet for a new member.
• Click the Credit Bureau icon button to open the Credit Bureau dialog box and pull a credit report for an existing member or nonmember.
• Click the Verification Processing icon button to display the Verification Processing dialog box and verify a member.
• Click the OFAC Request icon button to check the OFAC database for the member's name.

The following activities are accessible from the Change Requests group box on the Activities tab.

• Click the Share Close and Transfer icon button to display the Share Close and Transfer dialog box and close a share account, remove products/services from a share account that will be closed and transfer all or part of the same product/services to a new or existing share account.
• Click the Member Close icon button to display the Member Close dialog box and close a credit union member. Access to the Member Close icon is controlled by the MbrInfo-User Can Access Member Close permission found in the Member Services - User security group
• Click the Member Branch icon button to display the Member Branch Change dialog box and change a members branch.
• Click the Member Number icon button to display the Member Number Change dialog box and change a member number.
• Click the Member TIN icon button to display the Change Member TIN dialog box to assist you with changing a member's taxpayer ID number.

The Calculators group box lets you calculate truth in savings and truth in lending. The following activities are accessible from the Calculators group box.

• Click the Truth in Savings icon button to display the Truth in Savings dialog box and calculate dividend earnings based on various criteria.
• Click the Truth in Lending icon button to display the Truth in Lending dialog box and calculate the information for Federal Regulation Z Truth-in-Lending disclosure purposes.
• Click the Truth in Indirect Lending icon button to display the Truth in Indirect Lending dialog box and calculate the information for an indirect loan for Federal Regulation Z Truth-in-Lending disclosure purposes.

The Image Capture group box on the Activities tab lets you view and capture member signature and identification images. Click the browse images button to locate an image in temporary storage on your PC or network. Click the image capture button to open the Image Capture and Index dialog box and capture the image.