Various features
"This tool allows us to use Y-Metro like we have always wanted to!" It is for the program directors, Branch Execs, VP's, and CEO's.
Find a member any way that we have information about them (search screen) ... Where they work is relationships ... on the to-do list.
Drill down to A/R transactions. But you want to see that activity by the G/L account numbers that were used... drill down by G/L account activity.
I haven't seen that person in a few years... yes that is how I remember them... I just displayed the picture.
Wendy had helped a person over the phone who had a problem with an EFT transaction. She helped the person the week before she got MM Activity. She immediately found the person and put a "picture to the voice."