Key Insight
This tool allows us to track and add interactions and opportunities with members including helpful information for other employees.
What is the KeyInsight panel?
Keystone is a ______centric program
What is person centric?
You click on this to insert a new Address, Contact, ID, or Alert record
What is the blue banner?
This process is used to close a card
What is capture?
This is a one time member encounter that requires no follow up and is completed independently.
What is an interaction?
This icon is used to add a new interaction
What is the Green +
This area gives an overview of the member in front of you
What is person profile?
This is how you expire an address or note in a member's file
Set expiration date to the previous day
This button opens the card record to edit fields
What is update?
This is an interaction that requires follow-up and becomes a task for another team member or department.
What is an opportunity?
This field describes what the member wants us to do.
What is Explanation field?
Most transactions follow this two-part structure to ensure balance
What is an initial transaction and an offset transaction
You click on this to update information within the person profile
what is a hyperlink?
This status means the card hasn't been issued or mailed and is not in the member's hands.
What is Not Issued?
Any sort of deposit account
What is Savings?
This icon allows you to filter what you see in the KeyInsight panel.
What are binoculars?
This transaction type is used for an official check and a money order
What is check disbursed?
This is where you view a member's personal information in the Relationship Tree
What is standard view?
This action allows you to issue the same card number with a new expiration date.
What is Reissue Card?
This will key on your keyboard will help you move from one field to the next
what is tab key
This field is used to summarize what we did to help the member for an interaction or opportunity
What is the Response Explanation?
This symbol means the member in front of you is not a signor and the account information is masked out
What is a crossed out circle?
You do this to make an Address or Contact the primary contact point
What is go to the relationship tree and drag and drop?
This button should never be used since cards are closed or expired, but not removed.
This is the name of the program taking over for Gold
What is Keystone?