Creating a Tracker (2)

Access this screen from the first Tracker screen.

Access the Show Me the Steps Help for step-by-step information on creating a Tracker (when working a delinquent account).

This is the second of three Tracker Entry screens. This screen is used when creating a new Tracker record as well as when updating an existing Tracker, such as when maintaining the member's Collection Card. In both cases, this screen is used to record notes from one conversation with the member.

Use the top portion of the screen to enter notes about this contact with the member. When done, use F5 or click the blue F5-Save/Continue button to save changes and proceed to the final screen.

Special instructions on entering text in the text box.

BE CAREFUL: Changes cannot be made once this entry has been saved and completed on the final screen, nor can the note be deleted. In other words, this becomes a permanent part of the member's account history, so make sure to check your work before continuing!

Reviewing Other Conversation Notes

The bottom portion of the screen displays information from the last conversation note, including the date and time, memo type, and follow-up information, if any.

This might be the most recent note on the Tracker record, OR, on an ongoing Tracker record that has multiple follow-ups, it might be the last note from the related follow-up thread. Read more about follow-up threads. Either way, it is intended to give you the most recent conversation that was had with the member about this particular subject.

When navigating, it helps to think of the notes as being stacked on top of one another, with the most recent at the top, similar to the Review Trackers screen. To navigate to the other conversation memos, use the blue buttons at the bottom edge of the screen:

CU*TIP: Records created prior to the new Tracker system will be stored in one long conversation note; clicking or using F18-Bottom will usually get you to that note the quickest.

External Links in a Tracker

If once you select a Memo Type, a blue arrow appears to the right of the tracker entry, this Memo Type is configured for external links. Enter an intranet address or website address in the Tracker text. When this Tracker entry is viewed at a later date, the person viewing the Tracker entry will be able to launch the intranet page or website. For example, use the Tracker to make a record that you mailed the member a letter or other personal correspondence, by entering a link to that document here.

Use a format like this:

The URL must be a complete address, similar to what you would enter into an email message or on an Intranet page to open a document using your workstation's browser software. Spaces are allowed and casing is ignored.

http://www.abccu.com (a web site)

http://192.168.1.11/insideabccu/msr.htm (an intranet page)

Searching for Notes

To look for a particular note or to display only notes that have something in common, use F16-Filter to display the following pop-up window:

Enter search criteria into just one of the fields, then use F16-Begin Filter to search for the first note that matches.

Once you have set up a filter, the other navigation keys (Top, Bottom, Next, and Previous) will only scroll through other notes that match your criteria. For example, if you choose a Memo Type of “Broken Promise” in the search window, then you can use and to scroll through just the other notes that were flagged as broken promises.

To return to all notes again, use F16-Filter to display the pop-up window, make sure all fields are clear, and press F16-Begin Filter. (Notice that the notation “Filter On” will disappear from the upper-right corner of the screen.)

Command Keys

Link to ID: http://www.cuanswers.com/doc/gold/gold.htm#3016g.htm