Contact Manager History

The Contact/Event History grid displays contact records for the member in descending contact date order. Click the contact or event type in the Description column to view or maintain the contact/event record. For an Other Service Request contact record, move your mouse over the icon to view the tool-tip describing the credit union-defined request.

The Contact/Event History grid appears on the Contact Manager/Event History sub-tab on the Collection Detail tab.

Column Heading	Description
Status	The contact or event status.
Type	The type of contact record or event. Click the contact type in the Type column to view or maintain the contact record.
CM Number	The unique computer-assigned number identifying the contact record or event. Length: 9 numeric
Department	The department associated with the contact record or event.
Contact Date	The date that the contact record or event was created.
Follow-up	The follow-up date for the contact record or event.
Owner	The owner of the contact record or event.

You can add up to four customized sub tabs to a members Overview tab using Member Activity Tracking. Once Member Activity Tracking has been activated, you can create your customized sub tabs. The Member Activity Tracking window lets you select the tabs and controls that will appear on each sub tab at the credit union level. The Member Activity tab on the User Profile - Update dialog box lets you select the tabs and controls that will appear on each sub tab at the user level. The sub tabs can display a member's Contact Manager History, Cross Sell History, Consolidated Financial Transaction History, Loan Origination History, New Products and Services, and Notice History.