Additional member information

These screens allow you to view or add less common information about the member. In some cases, available options may be dependent upon the contract in effect at the time of the change.

To add information:

1. Locate the member you want to update and select Update.
2. On the Update screen, update existing fields or select the Add button for the information you wish to change.
3. Enter the information, then select Add to add it to the list.
4. Select Done to save your changes and return to the Update screen.
5. To commit your changes, select Update.

If you don't want to save your information, select Cancel to get out of the transaction. The Composite History screen appears at the bottom of the screen. To see the Transactional History, select the member and then select View History. Credit Restriction Type, Member Benefit Type, Special Attribute and Policy are contract specific. You'll automatically see the options in effect for the current contract. To edit information for a different contract, enter the correct date and select the button. The options will change to those in effect for that contract.