Change Product for Non-Earning Accounts

Screen ID:  Screen Title:  Panel Number:

UDVAMNT-01 Switch Products for Non-Earning Checking Accounts 7061

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Access this screen by selecting Tool #1345 Switch Products for Non-Earning Checking Accounts.

This tool is intended to assist with moving members to different DIVAPLS when their checking accounts are not earning dividends. This tool automates several processes involved with changing member dividend applications. When using this tool, moving a member to a new dividend application performs the following actions:

• Dividend application is updated.

• A file maintenance record is created.

• The GL accounts are updated accordingly.

• The GL account update is recorded in the file maintenance.

• Current member account balance will move GLs accordingly.

To begin, use the filters to identify the dates of dividend activity. You can also filter by specific dividend amount ranges, or dividend applications. After generating the group of members, highlight a member and select Member Inquiry or Move Account to Other Dividend Application.

Buttons

Button Name	Description
Clear Filters (F5)	Use this button to quickly clear all filters.
Common Bonds (F6)	Access a common bonds dashboard (e.g. membership traits, credit score history, etc.) for the selected members.
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
Data Source (F19)	Select this button to view the tables and fields used to compile the dashboard.