Check out recent programming changes in the April 2024 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 Recap… Read more »
Don’t Forget: CU*BASE Release 24.05 is Arriving Soon!
CU*BASE Release 24.05 Online, Self-Processor, and Site-Four Release Date is May 5 Documents 24.05 Release Summary 24.05 New and Updated Tool Summary 24.05 Database Changes Summary Training Attend a release review webinar! Thursday, May 2 @ 3:00 PM – 4:00 PM ET Click Here to Register! Beta Reports If you are interested in reviewing the… 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!
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!
[The Pulse] HA Rollover Results Now Available
HA Rollover Results Now Available HA Rollover: March 10 – April 7 Now available for your review is a summary of the recent CU*Answers HA (high availability) rollover event performed March 10th to April 7th for the CU*BASE core processing environment. In this report, you will find details about the exercise, including challenges observed, lessons… Read more »
CU*BASE Release 24.05 is Arriving Soon!
CU*BASE Release 24.05 Online, Self-Processor, and Site-Four Release Date is May 5 Documents 24.05 Release Summary 24.05 New and Updated Tool Summary 24.05 Database Changes Summary Training Attend a release review webinar! Thursday, April 25 @ 3:30 PM – 4:30 PM ET Thursday, May 2 @ 3:00 PM – 4:00 PM ET Click Here to… Read more »
Video of the Week: Tips & Tricks for CU*BASE – Part 1: Copying Information
Tips & Tricks for CU*BASE – Part 1: Copying Information Need a quick way to show your staff how they can copy information 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!
Video of the Week: CU*BASE GOLD First-Time Login – Part 3: Print Sessions
CU*BASE GOLD First-Time Login – Part 3: Print Sessions Need a quick way to show new employees how they can log in to print sessions in CU*BASE to print receipts and other documents? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Reminder: Automated Reports and Queries
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 »
March Owner’s View Monthly Recap
Check out recent programming changes in the March 2024 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 Recap… Read more »
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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In Case You Missed It…
Take a look back at some important topics from the first half of November 2024! View Topics
Take Advantage of the NEW 1Click Autopilot Program!
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
GOLD Updates
The next GOLD updates are currently scheduled for:
- Online/Partner CUs
- 24.12 Dec. 8, 2024 (Sunday)
- Self Processing CUs
- 24.12