Searching for an Account via Inquiry Need a quick way to show your staff how they can search for open accounts using the CU*BASE Inquiry tool? Refer them to this video, which has been viewed 10,095 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE CREDIT UNIONS As a reminder, the 22.10 Release of CU*BASE GOLD will be deployed to Online and Site-Four credit unions this weekend, on October 9th. We will be posting any/all issues related to the 22.10 Release of CU*BASE on the CU*BASE Alerts page, compiled into a single alert post located here. We will… Read more »
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 »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the September 2022 edition of the Owner’s View Monthly Recap! September 2022 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… Read more »
Viewing Account Information via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view member account information? Refer them to this video, which has been viewed 6,631 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Don’t forget: The 22.10 Release of CU*BASE is arriving on October 9th for Online and Site-Four credit unions and October 16th for Self-Processors. If you missed our recent release training webinar, a video recording is now available for review. Take a look at the enhancements and updates coming in October – click the button below to view the… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 3rd Quarter Update Before you start working on your 3rd quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q322 Call Report any time after October 1, but be… Read more »
Viewing Transaction History via Inquiry Need a quick way to show your staff how they can use the CU*BASE Inquiry tool to view a member’s transaction history? Refer them to this video, which has been viewed 6,649 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
CU*BASE Release 22.10 Online and Site Four Release Date is October 9 Self-Processor Release Date is October 16 Documents 22.10 Release Summary 22.10 New and Updated Tool Summary 22.10 Database Changes Summary Training Attend a Release Review Webinar Wednesday, October 5 @ 3:00 PM – 4:30 PM ET Click here to register! Beta Reports If… Read more »
CU*BASE GOLD Favorites – Part 6: Display Options Need a quick way to show your employees display options for favorites in CU*BASE GOLD? Refer them to this video, which has been viewed 1,317 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
You can find the 2024 Cooperative Campaigns online now by going to the CU*Answers Marketing Store. Place your order today! Order Now
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
Take a look back at some important topics from the last half of June 2024! View Topics
