Freeze an Account with Comment
These steps explain how to freeze an account and add a comment for other employees to view.
-
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.
-
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.
-
Launch Phone Operator by clicking the phone icon at the top of your CU*BASE home screen.
-
Enter the account number.
-
Click the forward arrow.
-
You may need to click the forward arrow again to move past the Member Account Comments pop-up.
-
-
Click Add Cmt/Message.
-
From the Member Account Message Options pop-up, select the option Leave message for other CU employees (Member Account Comments).
-
Click the forward arrow.
-
Enter "1" in the Comment type field.
-
Enter a line number in the Line # field.
-
This must be a line without an existing comment.
-
-
Click the forward arrow.
-
In the Reference account type field, enter the suffix to which the comment corresponds.
-
Enter the purge date.
-
Comments expire after a year. Enter all 9’s in the purge date if you don’t want the comment to expire.
-
-
Enter the comment text.
-
In the Freeze indicator drop-down menu, select a freeze status.
-
Click the forward arrow.