Working an Account Using Account Balance Inquiry

Access the Activity Messages form.

Activity Type

Displays activity type 30. You must use this activity type to work an account.

Activity Date

Enter the tickler date that the system uses when you run Credit Analysis Refresh. The system updates the account as worked until the tickler date. When you run Credit Analysis Refresh on or after the tickler date, the system returns the account to an Unworked status so that you can review the account again.

Activity Priority

Enter the number to control the order in which activities appear on the Account Activity Log form.

Text Area

Enter the necessary text for the promise message.