Where Your Members Borrow (Show Email)

Screen ID: IMTANL-02 (*)
Screen Title: Where Your Members Borrow
Panel ID: 3929
Tool Number: 976
    Click here to magnify

Access this screen by selecting Show/Hide Email (F14) from the previous screen.

Learn about downloading data to Excel or acomma-delimited file

See also: Knowing Your Members CU*BASE Relationship Management Tools

This screen shows more detail of the members or non-members (depending on the Member Type selection at the top of the screen) who have used this creditor (and are within the selected credit score range if selected in the "Omit credit scores <" filter is used). Listed are the name of the member (or non member), the type of loan (installment, mortgage or revolving), the original balance of the loan, the current balance of the loan, the phone number of the member or non member, and the credit score on their credit report.

Click the column headers to change the order (ascending and descending) which data is sorted:  by member name, loan type (Installment, then Mortgage, then Revolving), original or present balance, score or phone number.

This version of the screen is the unfolded version, which has more detail on the member.  Click  Show/Hide Email (F14) to show less detail.

Click the check box in front of a name to view the trade lines for this member on the Member Trade Lines screen.

Field Descriptions

Option

Description

Omit scores <

Select to omit members with credit scores below a entered score.

Member Type

Select to view members or non members.

Buttons

Button

Description

Export (F9)

Export all data for this creditor to a database file. You can select to export only member’s account numbers or the data included on the detail screen for use with Report Builder.

Member Connect (F10)

After creating a database file using the Export feature, use this button to contact those members.

Show/Hide Email (F14)

Select this option to toggle to see additional data.