Creating Member Account Comments (2)

Check out the video related to this topic: Adding an Account Comment (More videos below!)

Description

A code indicating the type of comment. Click for a description of valid comment types.

A sequential number indicating the order of the comments as they will be listed on inquiry screens.

• Note: If a comment is a Type 1 comment, this field is editable, allowing you to move the comment to new line, freeing up the line for a new comment. For example, if you have a Type 1 comment in Line 001 and wish to place a new comment in this location, you would simply select the Line 001 comment and change its Line # to 002, then add the new comment to the freed up Line 001.

Enter the account suffix to which the comment pertains (the default setting is the -000 share account). This suffix will appear on inquiry screens along with the comment text.

The date on which the comments will be deleted from the member's screens. This is calculated automatically using the credit union-defined retention time frame; you may change this date if necessary according to credit union policy.

If the comment should never be purged, enter 99999999 in this date field.

• IMPORTANT: Purging a comment will NOT alter the freeze indicator on the member's account.

Enter the text of the comment.

(Appears for comment type 7 when creating comment only.) Enter “Y” to include this comment in the Member Account Comments pop-up window. This is the default setting.

If this comment should not be displayed in the pop-up window, choose 7 instead. The comment will still be delivered to the member, but it will not be seen by tellers and other member service staff using inquiry and teller posting programs.

(Appears for comment type 1 when creating comment only.) Enter one of the following codes to change the freeze indicator for the account.

0 Account not frozen - All activity allowed

1 Frozen W/D or LN disbursement - No withdrawals or loan disbursements allowed

2 Frozen DEP or LN Payment - No deposits or loan payments allowed

3 Frozen All Activity - No activity of any type allowed

What happens if this sub account is already frozen due to delinquency monitoring?

If the selected sub account is frozen due to delinquency monitoring, after you press Enter the text "Freeze placed by delinq monitoring" will appear and be checked below the freeze indicator.  When you press Enter, an additional screen will appear allowing you to select whether to prevent this sub account from being changed by delinquency monitoring (this suffix only).  Learn more about this feature.

If the selected sub account is frozen due to delinquency monitoring, after you press Enter the text "Freeze placed by delinq monitoring" will appear and be checked.  When you press Enter, an additional screen will appear allowing you to select whether to prevent this sub account from being changed by delinquency monitoring (this suffix only).  Learn more about this feature.

Description

Use this to cancel the change to the comment.

Use this to remove the comment from the system.

• NOTE: If removing a comment that pertains to a stop payment, this will remove the comment only; the stop payment order will be retained until the purge date on the stop pay record. Also, if a freeze was placed on an account, deleting the comment will NOT remove the freeze.

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