Edit Member Account Comment

These steps explain how to edit a member account comment left for other credit union employees.

  1. Launch Phone Operator by clicking the phone icon on your home screen.

  2. Enter the member's account number.

  3. Click the forward arrow.

    • You may need to click the forward arrow again to move past the Member Account Comments pop-up.

  4. Click Add Cmt/Message.

  5. Click Leave message for other CU employees (Member Account Comments).

  6. Click the forward arrow.

  7. Click the comment you'd like to edit.

  8. Click Select.

  9. Make the necessary changes to the comment.

  10. Click the forward arrow.