Related Content

• How can I change the Reason Code I entered when closing a membership, after the membership is closed?
• We like to use the Closed Membership Analysis Dashboard found in the Member Service menu; however, the closed reason codes only give totals and do not show the individual members associated with each code. How do I find out the specific members that are in each of the closed account reason codes listed?
• There are a number of dashboards and reports that use new account and new member Reason Codes. Why don’t the ones that summarize membership reason codes always match each other exactly?
• If I update the Reason Code on an existing membership, does it also update the Open Reason Code on the base share account (-000) for that membership?
• When I close a membership, I can only enter a single Membership Close Reason Code. Does this same code get used for both the closed membership record as well as the base share account?
• Is it possible to enter a closed reason code when closing a loan account?
• What are Open and Close Reason Codes, and where is this data stored in CU*BASE?
• How do I change the Reason Codes on a closed saving, checking, or loan account?