Add Account Comment
These steps explain how to add a comment that an employee can view in CU*BASE.
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Launch Phone Operator by clicking the phone icon at the top of your CU*BASE home screen.
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Input the member's account number.
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Click the forward arrow.
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Click the forward arrow again to move past the Member Account Comments pop-up and any other pop-ups that may appear.
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Click Add Cmt/Message on the Phone Operator account processing screen.
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Leave the selection at 'Leave msg for other CU employees' on the Member Account Message Options pop-up.
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Click the forward arrow.
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Input '1' in the Type field on the Member Account Comment Maintenance screen.
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Input a line number in the Line # field.
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This must be a line without an existing comment.
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Click the forward arrow.
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In the Reference account type field on the second Member Account Comment Maintenance screen, input the suffix of the sub-account to which the comment pertains.
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In the Purge date field, input the date on which you'd like the comment to expire.
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By default, comments expire after a year.
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Input all 9’s if you'd like the comment to be visible indefinitely.
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In the Text for comment window field, input the comment text.
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Click the forward arrow.
Note
The account comment that you add will appear on the Comments and Verify Member pop-ups when an account is accessed via Phone Operator, Inquiry, or Teller.