The Automated Reports and Queries feature makes it fast and easy to run monthly reports, but remember: it’s not a “set it and forget it” kind of thing. Reports do run automatically but it’s still important to check the “All Reports” tab in CU*Spy to make sure they were produced as configured (and that someone… Read more »
Don’t forget: tomorrow we will be performing a Rollover for It’s Me 247 online/mobile banking (OLB) environments, as well as BizLink 247 online banking for business. The Rollover event is scheduled to begin at 5:00 AM ET (2:00 AM PT) on Wednesday, December 6th, with the rollback scheduled for 6:00 AM ET (3:00 AM PT). … Read more »
Check out recent programming changes in the November 2023 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and accompanying core-software products. Read previous editions of the Owner’s View Monthly… Read more »
CU*BASE Release 23.12 Online and Site Four Release Date is December 10 Self-Processor Release Date is December 17 Documents 23.12 Release Summary 23.12 New and Updated Tool Summary Reminders GOLD Version Check Following the release, if someone logs into a workstation that is not at the proper version of GOLD or the JWalk Client, the… Read more »
Loan File Action Codes Need a quick way to show your staff how they can access loan file action codes in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
On Wednesday, December 6th, from 5:00 AM to 6:00 AM ET (2:00 AM to 3:00 AM PT), we will be performing a Rollover for It’s Me 247 online/mobile banking (OLB) environments, as well as BizLink 247 online banking for business. During this one-hour period, online and mobile banking will run live on servers at our… Read more »
Don’t forget: it’s time to upgrade IBM iAccess (used for print sessions) to 1.1.9.2! This update is required for all CU*Answers clients, in order to keep workstations up to date with currently-supported software. The updates will need to be applied to all of your CU*BASE workstations and must be completed by 1/31/2024. Your IT staff… Read more »
Loan Quoter Extras Need a quick way to show your staff how they can access helpful features included with the loan quoter tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
A new way to interact with your CUSO and your peers. This new series will take traditional focus groups to a whole new level. Learn More
Are you looking to bolster your lending portfolio but don’t have the time or resources to dedicate to it? You can hire the Lender*VP team to send out recurring 1Click campaigns for you! 1Click Offers are easy for your members, why not make them just as easy for your credit union too!
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With the 1Click Autopilot program, you can hire the Lender*VP team to process your 1Click offers for you! Let us do the query work and push out those offers into online banking on the date you specify with your chosen offer type! To learn more, click the button below. Learn More
