CU*BASE Branding

Do you want a way to remind your lending team that “May is Auto Month” and that you are running an employee incentive promotion?

Or maybe it is December and you want your front line staff to remember to ask members if they would like to take advantage of your credit union’s skip-a-pay offering.

You can use CU*BASE Branding and customize commonly used screens in CU*BASE to do just that!

Before You Begin

Before you begin, be sure to review the CU*BASE Branding booklet for answers to frequently asked questions about CU*BASE Branding, for example, if you need a GUAPPLE device at each branch location.

CU*BASE Branding – Step by Step Directions

·     NOTE: Be sure to refer to the booklet before you begin. See links in above section (Before You Begin).

Logo – Top Left Corner of the CU*BASE Menu Screen

images\menuforbranding_shg.gif

1.   Format your credit union logo to be a graphic with the maximum dimensions of 185 pixels wide by 58 pixels tall. The graphic must be in JPG (JPEG) or BMP (BITMAP) format.

2.   Name the graphic menulogo_CUID, where CUID refers to the credit union’s two letter combination that identifies it. (Your credit union CUID is found in the lower left hand corner of any CU*BASE screen.)

For example, if your credit union’s CUID is AB, name your graphic: menulogo_ab.jpg or menulogo_ab.bmp. (NOTE: The entire graphic name must be in lower case, including the CUID and graphic extension. Examples of what not to use include: logonlogo_AB.jpg or logonlogo_ab.BMP.)

3.   Place this graphic in the “cu\branding” folder on your credit union’s GUAPPLE device. If your credit union has multiple GUAPPLE devices, the graphic will need to be added to each GUAPPLE device.

Customization – Top Left Corner of Selected CU*BASE Screens

 images\cornerforbranding_shg.gif

Single Graphic per Category

1.   Format your credit union logo to be a graphic with the maximum dimensions of 185 pixels wide by 58 pixels tall. The graphic must be in JPG (JPEG) or BMP (BITMAP) format.

2.   Name the graphic menulogo_CUID, where CUID refers to the credit union’s two letter combination that identifies it. (Your credit union CUID is found in the lower left hand corner of any CU*BASE screen.)

For example, if your credit union’s CUID is AB, name your graphic: menulogo_ab.jpg or menulogo_ab.bmp. (NOTE: The entire graphic name must be in lower case, including the CUID and graphic extension. Examples of what not to use include: logonlogo_AB.jpg or logonlogo_ab.BMP.)

3.   Place this graphic in the “cu\branding” folder on your credit union’s GUAPPLE device. If your credit union has multiple GUAPPLE devices, the graphic will need to be added to each GUAPPLE device.

4.   Then on each workstation at your credit union, navigate to the CU*BASE Favorites screen in CU*BASE. (Access this screen by clicking on the images\star_shg.gif button at the top of all menu screens.)

·     Check the “Use custom panel graphic” checkbox.

·     Check the box in front of the category.

·     Select Single next to the appropriate category (Collections, Lending and Member Service are currently available).

·     Type the complete file name in the space provided, including the file extension. For example, you might type lending_1.jpg.

·     Click the images\preview_shg.gif button to view the graphic.

Multiple Graphics per Category

The other option is to show a randomly selected graphic from a set group of graphics. The random selection is arranged by category. Using this method, when you access a screen associated with a category, for example Lending, you might see one of several different images that are branded for the lending category.

·     Left-corner screen graphics must be JPG (JPEG) or BMP (BITMAP) graphics with a maximum size of 152 pixels wide by 251 pixels tall.

·     Name each graphic according to the category with the following naming convention: lending_anything, memberservice_anything, or collections_anything. For example, one lending category graphic might be lending_promotion1.jpg (or .bmp) and another might be lending_promotion2.jpg (or .bmp) while two collections category graphics might be collections_teamphoto.jpg (or .bmp) and collections_collectionsoperator.jpg (or .bmp)

·     IMPORTANT: Do not use spaces in the title of the graphic. There is no limit to the number of images that can be included in a category.

·     Place all graphics in the “cu\personalization” folder on your credit union’s GUAPPLE device. If your credit union has multiple GUAPPLE devices, the graphic will need to be added to each GUAPPLE device.

·     You may place different graphics on different devices if you wish to show different graphics at different locations.

·     Then on each workstation at your credit union, navigate to the CU*BASE Favorites screen in CU*BASE. (Access this screen by clicking on the images\star_shg.gif button at the top of all menu screens.)

·     Check the “Use custom panel graphic” checkbox.

·     Check the box in front of the category.

·     Select Random next to the appropriate category (Collections, Lending and Member Service are currently available).

·     You do not need to enter a file name in the space provided.

·     Click the images\preview_shg.gif button next to a category to view the graphics in that category.

·     Repeatedly clicking images\preview_shg.gif will show all of the graphics.

 

 

 

Link to ID: http://www.cuanswers.com/doc/gold/gold.htm#CU_BASE_Branding.htm