Configuring Membership Reason Codes (1)

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Configure New Membership Reason Codes


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Access this screen by selecting "Update new membership reason codes" on the entry screen.

SEE ALSO: Why Use Reason Codes?

This is the first of two screens used to set up codes that can be assigned to the MASTER record for new memberships (or to the MSHIST record for closed memberships) to record the reason why the member joined or left the credit union.

Enter a new or existing two-digit code, and use Enter to proceed to the second screen where you select whether it is an “open” or “closed” code.

Related Topics

Opening or Updating a Membership: Misc. Info

Opening Savings Accounts

Opening Certificate Accounts

Updating Membership and Account Reason Codes

Closing a Membership

Closing a Savings Account

Closing/Redeeming a Certificate Account


Helpful Resources

Where is Reason Code data stored in CU*BASE?

If I update the Reason Code on an existing membership, does it also update the Open Reason Code on the base share account (-000) for that membership?


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