Create CRA Manager tags that can be used during the approval process. Here are the following headers CRA Purpose and CD Service Provided. Under the header CRA Purpose are the following focus areas: Affordable Housing, Community Service, Economic Development and Revitalization/Stabilization. Under the header CD Service Provided the following options should be used: Board, Committee, Volunteer and Bank At Work.
Client Name | Associated Bank |
The ability to add customized tags in a manner similar to event type/category and tags would help tremendously.
The CRA Purpose areas listed above are 'universal" for CRA currently.
The tags should be reportable, similar to the way they are when creating an event or recording hours.