Best Practices for Front-Line Staff

Maximizing the efficiency of your front-line staff when using Episys goes a long way toward meeting member expectations.  When you can bring up an SSN Profile for a member at a moment’s notice, or show a member a 360 view of his or her entire relationship with your credit union, that’s excellent member service.  During this webinar we’ll cover:

• Using the Printer Format (PF) transaction code to reformat a printer after it has lost power and to change printing specifications
• Setting printer options with the Set Options (OP) transaction code
• Using the Item Control (IC) transaction code to quickly go to work areas such as Check Manager and Inventory Manager to perform needed transactions
• Using the Work a Report icon to clean up reports, easily examine individual accounts included in a report, and perform transactions on the accounts
• Taking advantage of the Cash Tracking option to ensure balanced transactions
• Using the Address Change SymForm to achieve operational efficiencies, better member records, and streamlined solutions
• Using the FM History to HTML specfile to display FM History on a specific locator number, share, loan, application, or account