Ops Update - Remote Override Template

Everyone needs to be using the template below for remote override requests.

This template should be used for creating a Quick Step email in Outlook.

Subject: Remote Override - Extension, Member #,Amount (only if greater than 20K) 

·         IP Address

·         Extension

·         Account Number:

·         Openingof membership:

·         Relationship:Type of Accounts:

·         NegativeBalance History in last 90 days:

·         BriefDescription:

 


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