Net Relationships Dashboard (3)

Screen ID:	IPATGRP-03
Screen Title:	Member Balance Detail
Panel ID:	5688
Tool Number:	547
		Click here to magnify

Access this screen by selecting a Net Relationship Group on the previous screen.

Screen Overview

This screen provides detailed member information for your net relationships. The top of the screen provides summary totals and allows you to narrow the sub-file further by entering search criteria. The middle of the screen lists the accounts for the members associated with that net relationship group (e.g. net borrowers).

NOTE: When analyzing data for a previous year, Current Balance will display the current balance as of the end of that year.

Action Codes

Field Name	Description
Checklist	Use this action code to move to the “open” membership checklist. (“Close” membership checklist can be accessed via F9.) This checklist can be used by your Member Service team to ensure each member receives the same level of service. Use this checklist to “check off” items on the list, such as filling out forms or providing the member with a laminated membership card. You can also use this to audit this service. SEE ALSO: Creating Checklists for information on configuring this list. (Checklists are configured in the by Dividend Application. The membership checkllist is the checklist for the base (000) account.)
Credit Rpt	Use this action code to view and print a credit report for this member. This helps assure you that a credit report was pulled for the member to be used for cross-selling purposes.
Inquiry	Use this to access the Inquiry screen (for open memberships) or the Closed Inquiry screen (for closed memberships), where you can find details of the member, including email address, as well as research the accounts of the member and whether the member is enrolled in online banking.
Household	Use this to view all the members that are currently enrolled in the household the member belongs to, view other members of that household, and manage details of the household.
Bal by Month	Use this to access a breakdown of the account's balances by month, including EOM balance and average daily balance.
Mbr Bal Summary	Enter an age range between 0 and 999. Leave fields blank for all ages.

Buttons

Button	Description
Export (F9)	Use this to create a file that lets you use Member Connect to communicate instantly with these members via email and online banking messages, set up a marketing outreach via mailing labels and selective statement inserts, and track the responses via a telemarketing Tracker. This file will contain account base only.
Member Connect (F10)	Access the Member Connect Setup screen, the gateway to sending online banking/and or email messages to members, as well as creating mailing labels, statement inserts and telemarketing trackers. SEE ALSO: Marketing Campaigns with Member Connect
Common Bonds (F11)	Access a common bonds dashboard (e.g. membership traits, credit score history, etc.) for the selected members.
View Filters (F12)	View the filters selected on the first screen.
Where Am I (F20)	Shows you where you are currently located within the Net Relationships Dashboard.
Patronage by Month	Accesses breakdown of patronage by month for selected members.