Schedule Follow-Up for Collections Tracker
These steps explain how to schedule a follow-up for a Collections Tracker.
-
These steps are especially useful in cases of bankruptcy for which you'd like to verify that a Discharge of Debtor is received.
-
Launch Phone Operator by clicking the phone icon on your home screen.
-
Enter the member's base account number.
-
Click the forward arrow.
-
You may need to click the forward arrow again to move past the Member Account Comments pop-up.
-
-
Select the base savings (000) account.
-
Click Inquiry.
-
Click Tracker Review on the Member Account Inquiry screen.
-
Select the Collections Tracker from the list on the Member Tracker Review screen.
-
If you don't see it, delete the "000" from the Account type box and enter "XX" in the Tracker type box and click the forward arrow.
-
-
Click Update.
-
Enter the desired memo code in the Memo type field.
-
Enter the desired notes in the large box just below the Speaking to field.
-
Click Save/Continue.
-
Enter the desired date for the follow-up in the Follow-up date field on the Member Tracker Entry screen.
-
Click the forward arrow.
Learn More
Watch a VIDEO showing you how to record and schedule a follow-up for a new Tracker conversation.