With the Dormant Notes extension, your team can now institute guidelines to be followed related to member inactivity to ensure that your institution is never out of compliance.
Dormant Notes
An extension to capture critical information on first member contact to stay in federal compliance.
Available
Core Extension
Billing tier
Subscription
Feature ready
August 2022
Launches automatically when dormant member is accessed
Prevent transaction from posting until workflow is completed
Updates account notes, fields, and warnings post completion
In-depth reports that detail completion or override
About
Updates
None
Dormant Notes
An extension to capture critical information on first member contact to stay in federal compliance.
Available
Core Extension
Billing tier
Subscription
Feature ready
August 2022
Launches automatically when dormant member is accessed
Prevent transaction from posting until workflow is completed
Updates account notes, fields, and warnings post completion
In-depth reports that detail completion or override
About
With the Dormant Notes extension, your team can now institute guidelines to be followed related to member inactivity to ensure that your institution is never out of compliance.
Updates
None
Category
Core Workflows
Latest Version
Alpha 1.0.0
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