Create Tracker

These steps explain how to create a Tracker, a tool that helps credit union staff stay on top of member requests and issues.

1. Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.

2. In the Account Base field, enter the member's account number.

3. Click the forward arrow. Move past any pop-ups.

4. Select the 000 account type.

5. Click the forward arrow.

6. Click the Tracker Review button.

7. Click Tracker Entry on the Member Tracker Review screen.

   • If you already see a Tracker of this type for the member in the list (look in the Tracker Type column on the right), do not create a new one. Instead, use the steps that explain how to add a conversation to a Tracker.

8. In the Key word/phrase field on the Member Tracker Entry pop-up, enter your credit union’s standard description for the Tracker type you’re creating.

9. Leave the Member account type as 000.

10. In the Tracker type field, enter the Tracker type code you wish to create (or use the lookup button to select from a list of configured codes).

11. Click the forward arrow.

12. On the Member Tracker Entry screen, click the lookup button beside the Memo type field.

13. Select the type of conversation you had with the member.

14. Click Select.

15. In the box under the Speaking to field, enter your notes from your discussion with the member.

16. Click Save/Continue.

17. If the conversation requires a follow-up, check the Entry just made requires a follow-up box and enter a Follow-up date and an employee ID in the Person to call back field.

18. Click the forward arrow.