Enquiry statistics maintenance

When a teller makes an enquiry on a members account, before they can exit from member enquiry they must select the reason for that enquiry. This is a function that can be turned either on/off within credit union maintenance. Each enquiry description will be assigned to a numerical code, and there can be no more than 50 "active" reason codes at any one time.

  • You can create/amend a reason code simply by entering a number in the "reason code" box.

  • You can also scroll through the reason codes by clicking the and buttons.