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!
Video of the Week: CU*BASE GOLD First-Time Login – Part 2: ProDOC
CU*BASE GOLD First-Time Login – Part 2: ProDOC Need a quick way to show new employees how they can set up ProDOC to automatically launch when logging into 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!
Important Training on Upgrades to Work Daily BSA/CTR Activity Arriving with CU*BASE 23.10
Arriving with the CU*BASE 23.10 Release are upgrades to Tool #984 Work Daily BSA/CTR Activity. To better serve your BSA/Compliance personnel, we have consolidated the tools necessary to perform these functions into the new and improved Tool #984. Join AuditLink for a look at the upgrades and a demonstration of the streamlined workflow that these… Read more »
Video of the Week: CU*BASE GOLD First-Time Login – Part 1: GOLD
CU*BASE GOLD First-Time Login – Part 1: GOLD Need a quick way to show new employees how to log into CU*BASE GOLD for the first time? 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: Using the Rate Inquiry Tool to View Share Dividend Rates
Using the Rate Inquiry Tool to View Share Dividend Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for share products? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps… Read more »
Video of the Week: Using the Rate Inquiry Tool to View Loan Rates
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video… Read more »
Video of the Week: Selecting a File When Using Report Builder
Selecting a File When Using Report Builder Need a quick way to show your staff how they can select a file using the CU*BASE Report Builder Tool? 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: Printing a Report Created Using Report Builder
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a report created using the CU*BASE Report Builder Tool? 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: Sorting Report Data Using Report Builder
Sorting Report Data Using Report Builder Need a quick way to show your staff how they can sort report data using the CU*BASE Report Builder Tool? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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
In Case You Missed It…
Take a look back at some important topics from the first half of November 2024! View Topics
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