Creating a Tracker (3)

Screen ID: 

Screen Title: 

Panel Number:

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UWKCO-03

Tracker Entry

3014

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Access this screen from the second Tracker creation screen.

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

Helpful Resources

Learn how to complete tasks related to Trackers.

Learn how to complete tasks related to Collections.

Learn more about monitoring an account for a deposit/payment, such as a Promise-to-Pay payment.

Screen Overview

This is the third and final screen used for Tracker Entry. It is also used when updating an existing Tracker by adding a new conversation note to the Tracker record.

Use this screen to flag this note with a follow-up. When done, use Enter to complete the Tracker creation.

Field Descriptions

Field Name

Description

Update last contact date for this account

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

Entry just made requires a follow-up

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.

Follow-up date

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

Need group

(Displayed for Telemarketing Trackers 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 images\magnifyingglasslookup_shg.gif 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.

Task #

(Displayed for Telemarketing Trackers 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 images\magnifyingglasslookup_shg.gif 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.

Person to call back

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

Contact person

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.).

Copy conversation to co-signers

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.

Monitor account

At end of day between MMDDYY and MMDDYY

for a deposit/payment of at least

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.

Mark worked follow-up as complete

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. 

For a Sales Tracker (including Next Suggested Product tasks), this flag will locate the most recent follow-up associated with this same need group and task# and mark it as complete.  If there happens to be more than one outstanding follow-up for that exact same need group and task #, only the most recent follow-up will be marked as complete.

Additional Video Resources

Adding a Cross-Sales Conversation to a Tracker

Enter and Schedule Follow-up for Tracker Conversation

Researching Details of Delinquent Account

Using the Work Member Option

Working a Follow-Up

Visit the Show Me the Steps video library to view more videos! 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UWKCO-03.htm