MSR Budget Paige Freeman June 13, 2023 14:21 Updated MSR Budget Click here to see this page in full context Home > Customer Relationship Management (CRM) > Working with Customers > Financials > MSR Budget MSR Budget The MSR Budget option only displays for Company records with a Class of Branch. This page allows staff to enter monthly budgets for a branch. You must have access to the CRM360.HWMSRBudget security application to view the MSR Budget page. The USR USR_BRANCH system type and code must have the Option 3 value set to the Customer ID of the related branch company record. The Option 4 value must be set to Y for the branch to be included in the MBR701 - Membership Sales Report. To access the MSR Budget screen, select MSR Budget from the Financials tab. The MSR Budget screen displays, as shown below. To add a new budget: From the MSR Budget page, select +New MSR Budget The Add New Budget page displays, as shown below. Enter the Year of the new budget goal. Enter the Month of the new budget goal. Enter the Cancellation Goals. This is the goal for membership cancellations for the entered Year/Month. Enter the New Sales Goals. This is the goal for new membership sales for the entered Year/Month. Select Save to save your changes and return to the MSR Budget page. Questions? Contact us at documentation@personifycorp.com © Personify, Inc. All Rights Reserved.