7.00 CU*BASE GOLD: Customizable Features/Tools

CBX Workstations

Summary

CU*BASE GOLD is more than just a graphical look at the CU*BASE core software.  It offers flexibility and power to customize your workstation to fit the way you work. 

This class will show you the features available in CU*BASE GOLD to personalize the way your workstation interacts with CU*BASE, from choosing a style for posting teller transactions to setting up shortcuts to the commands you use the most.  We’ll even have some fun selecting new skins! (for the screen, that is!).

Audience

This class is designed for all CU*BASE users of all credit union disciplines.

Objectives

By the completion of this course, students will have:

‣        Reviewed how to customize the list of menus and speed sequences displayed on all CU*BASE GOLD menus.

‣        Explored the two teller posting styles and viewed the differences and advantages of each.

‣        Discussed various employee security features such as auto security and access to speed sequences.

‣        Viewed how to control the way menus and screens appear in CU*BASE with skins and other features.

Topics

‣        Using CU*BASE GOLD “Favorites” Features

§     Displaying Only Your Favorite Menus and Speed Sequences on CU*BASE GOLD Menus

§     Choosing Your Favorite Teller Posting Style

§     Choosing a “Skin” and Other Favorites Options

§     Using “Auto Security” as an Everyday Default

‣        Controlling Employee Security for Speed Sequences and Menus

‣        Additional Features

§     Using the NET Button

§     Understanding the AnswerBook

§     Understanding Online Help

§     Using the Tool Box

Course Schedule

Future times and dates are to be determined.