Creating a Tracker (3)

Check out the video related to this topic: Enter and Schedule Follow-up for Tracker Conversation

Description

It is recommended that you always leave this flag checked to update the last contact date for the Sales Tracker of this account.

Check this flag to generate a new follow-up attached to this conversation note. Be sure to enter a date and assign an Employee to handle the follow-up. Remove the checkmark if no longer need to follow up with the member on this subject.

For Telemarketing Trackers, this option is automatically checked and all of the remaining fields are required.

Enter the date on which a follow-up call should be made.

(Displayed for TelemarketingTrackers only.) Choose a Cross Sales Need Group to tie this Tracker to your Cross Sales Task list for follow-up using the Sales Tracker system.

Click the lookup button to see a list of your credit union's configured codes.

• Refer to the Sales Tracker booklet for complete details on using this special type of Tracker.

(Displayed for TelemarketingTrackers only.) Choose a Cross Sales Task number to tie this Tracker to your Cross Sales Task list for follow-up using the Sales Tracker system.

Click the lookup button to see a list of your credit union's configured codes.

• Refer to the Sales Tracker booklet for complete details on using this special type of Tracker.

Use this field to enter the Employee ID to which this follow-up should be assigned. Click the lookup button to see a list of your credit union's configured Employee IDs.

Use this field to enter the name of the person to whom the follow-up should be directed. This is usually the member, but can be any appropriate contact person (the member's spouse, a parent, etc.).

This box is checked by default for Collections (XX) Trackers. Leave this box checked to copy the conversation to the XX Tracker of the co-signer. You move to a screen where you will be give the option to select the specific loan (to select the appropriate co-signers) if more than one loan exists. If the co-signer is a non-member, the conversation will not be copied because non-members do not have Trackers. Additionally, if the co-signers account is a closed account, the conversation will not be copied.

• In addition to the conversation text itself, you will also see a notation with the text “Conversation copied from member XX to this co-singer XX”, where XX are the account numbers.

• Also learn more in the Configuring Tools for Collections booklet.

These fields appear for Memo Types where Used to monitor account daily for specific transaction activity (e.g. Promise-to-Pay) is checked in the Memo Type configuration for the Memo Type entered on the previous screen.  This feature is only available for Memo Type associated with a Collections (XX) Tracker.

Use this feature to monitor for a deposit/payment from a member, for example in conjunction with a Promise-to-Pay situation.  If the deposit is made, this Tracker will be turned off during end-of-day processing.  Learn more about Promise-to-Pay and other transaction monitoring.

Enter a loan suffix in the Monitor Account field.  Then enter a date range and the deposit/payment amount.  Because this process is run at end-of-day processing, it is important to schedule the follow-up the day after you want the last evaluation to be run.

Once you create this Tracker conversation, a Tracker conversation will be made.  If the payment or missed additional Tracker records are created.

This flag appears only if you are not adding a follow-up to this tracker (Entry just made requires a follow-up must be unchecked).  Check this flag to mark the follow-up for this conversation thread as complete. 

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