Tracker Copy/Consolidate Options

Trackers options allow you to copy and consolidate Tracker conversations in four different ways.

• I want to consolidate my Trackers by Tracker Type at a global/credit union level.

• • This option is used, for example, if you would like to combine Sales Tracker (ST) or Collections Trackers (XX) into one Tracker. This option also allows you to consolidate by one selected member.  Use Combine Tracker Conversations. This option does not require any special configuration.

• I want to copy Tracker conversations from one membership to another.

This option is useful, for example, when you want to copy Tracker conversations from an closed membership to an open one.  Use Copy Trackers to Other Member. This option is allowed through a setting it the Tracker configuration.

• I want to copy a Tracker conversation from a Collections (XX) Tracker to the co-signer of the loan.

If the Collections Tracker is configured to allow collections card trackers to be duplicated on a co-signer, a special checkbox will appear when you create the Tracker conversations, allowing you to copy this conversation to the co-signer of the loan. This option is allowed only for the Collections Tracker.