Freeze an Account with Comment
These steps explain how to freeze an account and add a comment for other employees to view.
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The comment will appear in the Member Account Comments and Verify Member pop-ups when an account is accessed via Phone Operator, Inquiry, or Teller Processing.
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While you're attempting to freeze an account, if you notice that the account is already frozen due to delinquency monitoring, a separate screen will appear. Follow credit union policies. Learn More.
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Launch Phone Operator by clicking the phone icon on your home screen.
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Enter the account number.
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Click the forward arrow.
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You may need to click the forward arrow again to move past the Member Account Comments pop-up.
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Click Add Cmt/Message.
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From the Member Account Message Options pop-up, select the option Leave message for other CU employees (Member Account Comments).
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Click the forward arrow.
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Enter "1" in the Comment type field.
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Enter 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, enter the suffix to which the comment corresponds.
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Enter the purge date.
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Comments expire after a year. Enter all 9’s in the purge date if you don’t want the comment to expire.
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Enter the comment text.
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In the Freeze indicator drop-down menu, select a freeze status.
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Click the forward arrow.