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.

  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 see a Tracker of this type for the member in the list (look in the 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 box.

  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 employee ID.

  18. Click the forward arrow.