New Products and Services

The New Products and Services grid displays new services added to the member using New Members and Services.

 

Column Heading	Description
Status	The status of the application.
Date	The date the application was originally created.
SSN/EIN	The Social Security Number (SSN) or Employer Identification Number (EIN).
User/Department	The credit union user and department that originally created the application.
Source	The source of the application (New Member Applicant, Internet New Member Applicant, or Loancierge). For applications received via the Internet or Loancierge, place your mouse over the source icon to view the confirmation number.
Type	The type of application (new member application or new service for an existing member).
unlabeled	Click the Detail icon button to display the New Products and Services Information dialog box.

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.