Documentation Digest is your go-to knowledge base for questions relating to CU*BASE software, products and services from CU*Answers. This email series highlights resources that we think your credit union will find helpful, including Help topics, booklets, videos and more! Click on the links below for a deeper dive into each item, and don’t forget to share these with your staff!
Knowledge Base Topics
- What is the shortcut for an online banking password reset in CBX? Learn more about this NEW topic! (KB 5688)
- I would like to set a member’s temporary online banking password to a custom password and then require them to change it within 24 hours. How do I do this? Click here to view this NEW topic! (KB 5689)
- Does the custom PIN feature for audio banking function as a temporary PIN? Click here to view this NEW topic! (KB 5690)
Reference Guides
For information on the new cross-account summary module (see/jump) for BizLink 247, check out the Account Aggregation (See/Jump) for BizLink 247 reference guide.
You can now schedule your loan rate changes via Tool #506 Member Rate Maintenance. For more details on the updated guide for Configuring Loan Tools for Your Loan Team.
