Update Tracker Conversation
These steps explain how to update a Tracker conversation with additional information regarding the member's account.
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Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.
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Enter the member's 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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Select the desired account.
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Click Select.
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On the Member Account Inquiry screen, click Tracker Review.
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On the Member Tracker Review screen, select the Tracker you'd like to view.
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Click Update.
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On the Member Tracker Entry screen, click the lookup button beside the Memo type field.
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In the Memo Types pop-up, select the reason for the update.
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Click Select.
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In the box under the Speaking to field, enter any necessary notes related to the update.
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Click Save/Continue.
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If the update requires follow-up, check the Entry just made requires a follow-up box on the next Member Tracker Entry screen and enter the necessary information.
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If the entry does not require follow-up, leave this box unchecked.
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Click the forward arrow.