Show Me The Steps Help

Show Me the Steps, a companion to CU*BASE online help. This how-to help system provides simple step-by-step instructions to help you complete various tasks in CU*BASE.

We are continually adding to this resource and welcome your feedback!
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Your input is paramount in keeping this resource up to date, so if you see something missing in our instructions, please let us know.
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Updated
December 17, 2015

April Owner’s View Monthly Recap

April Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the April 2021 edition of the Owner’s View Monthly Recap! April 2021 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 »

May 10, 2021

March Owner’s View Monthly Recap

March Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the March 2021 edition of the Owner’s View Monthly Recap! March 2021 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 »

Apr 6, 2021

February Owner’s View Monthly Recap

February Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the February 2021 edition of the Owner’s View Monthly Recap! February 2021 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 »

Mar 3, 2021

TOMORROW: New Phone Number Flags and Card Processing Changes Begin

TOMORROW: New Phone Number Flags and Card Processing Changes Begin

Don’t forget! Beginning tomorrow, February 9, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change,  including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for… Read more »

Feb 8, 2021

January Owner’s View Monthly Recap

January Owner’s View Monthly Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the January 2021 edition of the Owner’s View Monthly Recap! January 2021 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 »

Feb 2, 2021

New Phone Number Flags Arrive January 26th – Come to the Info Session to Find Out More!

New Phone Number Flags Arrive January 26th – Come to the Info Session to Find Out More!

Beginning Tuesday, January 26, CU*Answers will begin using a new method for determining which member phone numbers are sent to EFT vendors. There are several things happening with this change,  including new options for flagging phone numbers, new rules for what triggers a vendor maintenance record, and a conversion over existing data for implementation day…. Read more »

Jan 20, 2021