Create Memo Type
These steps explain how to configure new memo type codes to which you'd like to associate a particular Tracker type.
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Launch Tool #260 Configure Memo Type Codes for Trackers.
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Click Add.
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In the Tracker type field, enter the type of Tracker to which you'd like your new memo type to be associated.
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In the Memo type field, enter a two-letter abbreviation for your new memo type.
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In the Memo type description field, enter a brief description of your new memo type.
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Check the box Used for links to external documents if you'd like Trackers with this memo type to link to a particular Web page.
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When this memo type is used, a green arrow appears to the right of the Tracker entry, and when clicked, a browser window will open, allowing the user to view the web page. For example, this could be used to make a record that you mailed a letter or other personal correspondence. Then this would be used to link to the actual document itself.
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Check the box Used for permanent underwriting comments if you'd like this memo type to support permanent underwriting comments.
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Check the box Used to monitor loan account daily for specific transaction activity (e.g. promise to pay) if you'd like CU*BASE to monitor for member deposits for this memo type.
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If this box is checked, you'll need to specify which memo type will be used for kept promises by entering a memo type code in the box labeled Memo type for note when transaction occurs. The recommended memo type code is PP (Promise to Pay).
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You'll also need to specify which memo type will be used for broken promises by entering a memo type code in the box labeled Memo type for note when transaction does not occur. The recommended memo type code is PP (Promise to Pay).
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This field only appears on memo types associated with collections (XX) Trackers.
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Click the forward arrow.