2023 Year-End Processing Bulletin #3: November Deadline Reminder REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 10th, 2023 Time is closing in… Read more »
Did You Update Your Automated Queries After the Release?
Don’t forget: the 23.10 Release of CU*BASE was implemented on October 8th. Be sure to review database changes before running queries for this month. Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items
Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items Need a quick way to show your staff how they can use the keyboard to select multiple items 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!
October Owner’s View Monthly Recap
Check out recent programming changes in the October 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 »
2023 Year-End Bulletin #2: Guides are Available!
Welcome to 2023 Year-End Processing Bulletin #2: Year-End Guides Are Ready REMINDER: We are no longer mailing paper copies of the year-end processing guide to your credit union! Keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more. Updates and Information November 2nd, 2023 The… Read more »
Don’t Fall Behind – Complete Your IBM iAccess Upgrades Today!
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 can… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 3: Selecting Consecutive Items
Tips & Tricks for CU*BASE – Part 3: Selecting Consecutive Items Need a quick way to show your staff how they can use the keyboard to select consecutive items 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!
Check Out the Release Resource Companion for the 23.10 CU*BASE Release
The CU*BASE Release Resource Companion includes links to relevant resources and the latest updates to our core software, with brief summaries of each. Follow the link below to review the Release Resource Companion for CU*BASE 23.10 – inside you will find several updated booklets related to the 23.10 Release including: Details on how to add… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 2: Deleting Field Entries
Tips & Tricks for CU*BASE – Part 2: Deleting Field Entries Need a quick way to show your staff how they can use the keyboard to quickly delete field entries 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!
It’s Time for IBM iAccess Upgrades! Complete Yours by 1/31/2024
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 can… Read more »
Conversations On…
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
AFG integration
The Auto Financial Group direct balloon lending integration with CU*BASE is live! AFG provides so many benefits to your credit union and your members alike. Explore this integration to see if it is the right fit for you!
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1Click Autopilot
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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GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 24.12 Dec. 8, 2024 (Sunday)
- Self Processing CUs
- 24.12