Using Letter Codes to Tag Member Accounts: Clearing Letter Codes

Screen ID:  UMLTR-01 * images\2482cg_shg.gif
Screen Title: Update Master Letter Codes
Panel ID: 2482c
Tool Number: n/a
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This screen appears after choosing Clear letter codes on the initial Letter Codes screen.

This screen is used to remove a Letter Code from your member records. If you are only clearing a single Letter Code, choose Single (this is the default) and enter the 3-character Letter Code to be cleared.

  • HINT: To clear all Letter Codes at the same time (not just the single code you used), choose All instead. BE CAREFUL: If someone else at your credit union is using Letter Codes for a different purpose, those codes will be cleared as well.

Place a check mark in one of the remaining fields to indicate the type of records which were initially marked with the Letter Code (membership or account, open or closed, or non-member records).

Then use Enter to clear the chosen Letter Code from all marked records. Notice the message that indicates how many records were affected. When done, use the back up arrow (F3) then the up arrow (F7) to return to the Home Page.