CU*BASE Query: Q-Cross Selling Task

This Query is used to view the status of tasks on your credit union's Cross Sales Task List and to give credit to employees who sell products and services. All members for whom task information has been recorded will be included.

Specifications

File(s) used by this Query: TKLRHN, CSTTSK, and KLRHC

Access: Tool 322: Cross Selling Tasks (TKLRHN)

Records will be sorted by account base. The following fields will be displayed in this Query:

Corp ID
Contact Employee ID
Memo Type
Account Base
Task Number
Task Description
Contact Date
Closed Date
Follow up Date
Follow up Assigned to

Sample Conditions

The following table lists a few sample conditions which can be used in the Cross Selling Tasks Query.

Description

Field

Test

Value

Show tasks marked as approved (code AP)

A.TKMEMTYP

'4'

Show all tasks marked as approved by employee 12.

A.TKNCNTEMP

'89'