Reviewing Statement Messages and Comments
|
|
|
|
|
The Messages sub-tab on the Collection Detail tab lets you view and maintain the statement messages and credit union-defined comments found on the Member Information - Messages tab. To display the Collection Detail - Messages sub-tab, click Debt Management within the Collections menu on the Portico Explorer Bar. On the Tickler File tab, double-click the member number or click the icon button in the Details column to display the Collection Detail tab for the account. Then, click the Messages sub-tab.
How do I? and Field Help
To update comments or statement messages, complete the following fields as needed:
| Field | Description |
|---|---|
|
Credit union-defined information or comments about the member. These fields can be customized using the Customized Fields window. Length: 14 alphanumeric (Comments 1) or 10 alphanumeric (Comments 2-9) Keywords: C1-C9 |
|
|
The customized message to print on the member's statement. The Print Statement Message check box must be selected in the Statement Options section on the Credit Union Profile - Member tab to print customized messages on member statements. All customized messages are detailed on the Name and Member Message Listing Report 015. If your credit union does not customize statement messages, this field can be used for miscellaneous information. Length: 30 alphanumeric Keyword: SM Security Permission: MbrInfo - Messages - Maintain Statement & Message Only Security Group: Member Services - User and Teller Advanced |
|
|
The credit union-defined internal message regarding this member. This message will appear on some member inquiries. Length: 60 alphanumeric Keyword: MG Security Permission: MbrInfo - Messages - Maintain Statement & Message Only Security Group: Member Services - User and Teller Advanced |
|
|
Additional credit union-defined information about the member. These fields can be customized using the Customized Fields window. Length: 25 alphanumeric Keywords: I1 and I2 |