NOTE: This is a Query solution designed for clients who have completed Query training. If you are interested in Query training or assistance with creating a Query, contact a Client Services Representative.
You are able to view closed account comments via building a simple custom Query via
Tool #100 CU*BASE Report Builder.
- File name: ECOmmyy
(For the mmyy, substitute the month and year prior to the month when the account was closed.)
- Location: FILExxE
(For the xx, substitute your credit union's 2-character CUID.)
- Use the "Choose Records" feature and enter the following criteria, substituting the member's account number for the 123456789:
.png)
This will display member comment data including contents as well as date added. This can be beneficial when dealing with deceased members and bankruptcy cases.