Memo
Last updated
Udara360 User Guide
Last updated
The Memo page enables you to handle memos on customer accounts. Memos are alerts or notes about account actions, such as liens, court orders, or suspicious activities. CBA operators can add, modify, view, or deactivate memos to monitor and enforce specific actions associated with customer accounts.
This guide provides a comprehensive overview of the Memo page’s functionality, allowing CBA operators to manage memos tied to customer accounts effectively.
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Memo from the Accounts dropdown list.
To add a new memo:
Click the Add button at the page's top left.
Input the customer ID, customer name, or email.
Click on the Search button.
Select the desired row on the search result.
Enter the required memo information, such as Action Type, Comment and Reason.
Click the Save button to apply.
Confirm the action by clicking the “Yes, I want to proceed” button.
To modify an existing memo:
In the Actions column, click the three vertical dots (⋮) next to the memo you wish to modify.
Select Modify from the dropdown menu.
Update the necessary memo details, such as Reason, Action Type, or Comments.
Click Update to save and apply the changes.
Confirm the action by selecting “Yes, I want to proceed.”
To view the details of a memo:
In the Actions column, click the three vertical dots (⋮) next to the memo you want to view.
Select View from the dropdown menu.
This will display the full details of the memo, including the Account Number, Action Type, Reason, and Comments.
To deactivate a memo:
In the Actions column, click the three vertical dots (⋮) next to the memo you wish to deactivate.
Select Deactivate from the dropdown menu.
Confirm the action by selecting “Yes, I want to proceed.”
Activate Memo: You can also activate the memo by following the same procedure.
