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.
Don’t see what you need here? Visit AnswerBook to ask us a question.

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Updated
December 17, 2015

May CU*BASE Monthly Monitor Recap

May CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the May 2018 edition of the CU*BASE Monthly Monitor Recap! May 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Jun 4, 2018

It’s Almost Time for the May Tricks of the Trade Webinar!

It’s Almost Time for the May Tricks of the Trade Webinar!

The May Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to… Read more »

May 23, 2018

Join Us for the May Tricks of the Trade Webinar!

Join Us for the May Tricks of the Trade Webinar!

Scheduled for Wednesday, May 23 from 3:30-4:00 PM ET, the interactive and engaging May Tricks of the Trade webinar will give you an in-depth look at documentation related to our monthly top AnswerBook items, our ‘Win the Lottery’ shared resources program, tips for improving the delivery rate of emails to members, and more. Attending is easy! No… Read more »

May 16, 2018

April CU*BASE Monthly Monitor Recap

April CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the April 2018 edition of the CU*BASE Monthly Monitor Recap! April 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

May 2, 2018

For The Record: Your Records and Information Newsletter

For The Record: Your Records and Information Newsletter

New Issue Now Available! Implementing a Records and Information Management program helps to make sure you manage your records and information to meet your business needs and comply with laws and regulation. We want to provide content to help educate, motivate and guide you in your Records and Information program development and also keep you… Read more »

Apr 17, 2018

March CU*BASE Monthly Monitor Recap

March CU*BASE Monthly Monitor Recap

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the March 2018 edition of the CU*BASE Monthly Monitor Recap! March 2018 Monthly Monitor Recap The CU*BASE Monthly Monitor Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CU*BASE and… Read more »

Apr 3, 2018

It’s Almost Time for the March Tricks of the Trade Webinar!

It’s Almost Time for the March Tricks of the Trade Webinar!

The March Tricks of the Trade webinar will be held today from 3:30-4:00 PM ET! Simply click here and enter this password: tricks. During this interactive and engaging webinar, you’ll get an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Don’t have time… Read more »

Mar 28, 2018

Join Us for the March Tricks of the Trade Webinar!

Join Us for the March Tricks of the Trade Webinar!

Scheduled for Wednesday, March 28 from 3:30-4:00 PM ET, the interactive and engaging March Tricks of the Trade webinar will give you an in-depth look at documentation related to enhancements from the 18.03 Release of CU*BASE, online banking transfer controls, Temp2Perm Card Processing, and more. Attending is easy! No registration is required for this drop-in webinar. Simply join… Read more »

Mar 21, 2018