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.

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Updated
December 17, 2015

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

Don’t Forget to Register for an Info Session About the Upcoming Changes to Phone Numbers and Card Processing

Don’t Forget to Register for an Info Session About the Upcoming Changes to Phone Numbers and Card Processing

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 15, 2021

Learn More About the Upcoming Changes to Phone Numbers and Card Processing, Arriving January 26

Learn More About the Upcoming Changes to Phone Numbers and Card Processing, Arriving January 26

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 11, 2021

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 20.12 Release of CU*BASE was implemented on December 13th.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Jan 7, 2021

December Owner’s View Monthly Recap

December 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 December 2020 edition of the Owner’s View Monthly Recap! December 2020 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 »

Jan 6, 2021

Did You Update Your Automated Queries After the Release?

Did You Update Your Automated Queries After the Release?

Don’t forget: the 20.11 Release of CU*BASE was implemented on November 8th.  Be sure to review database changes before running queries for this month.  Click here to view documents including the latest Release Summary and Tool Changes. Visit Show Me the Steps for step-by-step instructions on how to use the Automated Reports and Queries feature:… Read more »

Dec 7, 2020