Account Inquiry Details

A key benefit of Member Account Inquiry is the ability to quickly and intuitively display all member account information without ever having to interrupt work in progress. With extensive lookup and display capabilities, Inquiry can help you service members faster, making yor staff more productive.

Details

• Comprehensive display of member information for easy viewing.
  
  
• One click resources to connect to such services as Photo ID, Member Payroll, Audit Trail Search Report, and Member Notes.
  
  
• Ability to toggle between all accounts, open accounts only and closed accounts.
  
  
• Display of all member services applicable to the member including Home Banking, Stop Pay, VRU and Courtesy Pay.
  
  
• Over ten years of history available on-line.
  
  
• Ability to view current period, previous periods and extended history within the program.
  
  
• Displays up to 30 pages of notes and calculates all interest accruals.
  
  
• Loan Inquiries displace current or future payoff amounts, collateral, originating terms and many other loan specific fields.
  
  
• Draft Inquiries can find transactions by a check number search.
  
  
• If you don't know the member's account number, you can search for the member using last name, social security number, joint last name and many other member fields in our advanced search option.
  
  
• Ability to copy member name and address information into the clipboard to be pasted into another program such as Microsoft Word for letters.
  
  
• Key member information is a keystroke or mouse click away.

To help see this process, we have provided screen shots of our Account Inquiry program. Check out the screen shots at www.css4cu.com.

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