This topics helps you to create memos for an account.

1. On the Home screen, from Interaction Services, under Maintenance, click Memo Maintenance, or specify the Memo Maintenance in the Search icon bar.
   The Memo Maintenance screen is displayed.

   Figure 2-53 Memo Maintenance

   
   

   
   Description of "Figure 2-53 Memo Maintenance"

   
   
2. Click the Search icon or specify the account number in the Account Number field, and press Enter or Tab.
   The memo maintenance details are displayed in the screen.

   Figure 2-54 Memo Maintenance Details

   
   

   
   Description of "Figure 2-54 Memo Maintenance Details"

   
   
3. On the Memo Maintenance screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-30 Memo Maintenance - Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID.If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Message	Provide the text of the memo message.
   Action	Click Edit icon to edit the message, or Delete icon to delete the added memo.

4. Click Add Memo in the Memo Maintenance screen.
   The Add Memo screen is displayed to specify the memo message.

   Figure 2-55 Add Memo

   
   

   
   Description of "Figure 2-55 Add Memo"

   
   
   1. Click Cancel to cancel the memo message.
   2. Click Add or Add Another to add the message in the main screen.
5. Click Submit.
   The screen is successfully submitted for authorization.