Choose an Owner

Screen ID:  Screen Title:  Panel Number:

ITRALIST-02 Choose and Owner 5998

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This window appears when you use the next to "Person Served" on the Activity for this Member screen.

This lists persons who have been served in transactions for this membership.  This is limited to the records in the available transaction history for this membership and for its sub-accounts.  Select a person to filter the original screen for only this person. This list is limited to the transaction history records available for the credit union retention schedule.

 

Learn more about the "Currently Serving - Assisting the Person in Front of You" feature.