Reassign or Close Tracker Follow-Ups (Confirmation Window)

Screen ID:  Screen Title:  Panel Number:

UETKLRS-02 Reassign Tracker Follow-ups to Other ID 6349

Reassigning follow-ups Click here to magnify Closing Outstanding follow-ups Click here to magnify

 

After the appropriate information is entered on the previous screen, enter is used to bring up this screen to review the total number of records. Use the "Accept Update" button to process the transfer or closure, and if selected on the previous screen, print a report of follow-ups that were transferred or closed. After accepting the update, return to the CU*BASE home screen.  

Field Descriptions: Reassign follow-ups from one employee to another

Field Name	Description
Assigning	This field lists the total number of follow-ups that will be reassigned.
From Teller ID	This field lists the teller ID that the follow-ups are being transferred from.
To Teller ID	This field lists the teller ID that the follow-ups are being transferred to.

 

Field Descriptions: Mark a batch of outstanding follow-ups as completed/close

Field Name	Description
Marking	This field lists the total number of follow-ups that will be closed.

 

Helpful Resources

For more information about member trackers, refer to the Sales Tracker Leads and Follow-Ups booklet.