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

The Online Banking 18.07 Release is Coming Soon!

The Online Banking 18.07 Release is Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS On July 25 you will receive It’s Me 247 Online Banking 18.07. Release Documents Online Banking 18.07 Release Summary Online Banking 18.07: Login Messaging and Password Reset Online Banking Release It’s Me 247 Online Banking version 18.07 will be implemented on Wednesday, July 25.  This release includes a new password… Read more »

Jul 18, 2018

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

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

The July 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 the 18.07 Release of CU*BASE, the 18.07 Online Banking Release, and related features. Don’t have time to attend? Send one of… Read more »

Jul 18, 2018

Custom Queries and 18.07 Database Changes

Custom Queries and 18.07 Database Changes

With each CU*BASE release, a small number of custom queries for each credit union could require updates in order work properly moving forward.  If you work with custom queries, we recommend you spend a little time reviewing the Database Changes documentation for the release as now is the time to perform a check-up to identify… Read more »

Jul 18, 2018

Join Us for the July Tricks of the Trade Webinar!

Join Us for the July Tricks of the Trade Webinar!

Scheduled for Wednesday, July 18 from 3:30-4:00 PM ET, the interactive and engaging July Tricks of the Trade webinar will give you an in-depth look at documentation related to 18.07 Release of CU*BASE, the 18.07 Online Banking Release, and related features. Attending is easy! No registration is required for this drop-in webinar. Simply join the webinar a few… Read more »

Jul 11, 2018

June CU*BASE Monthly Monitor Recap

June 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 June 2018 edition of the CU*BASE Monthly Monitor Recap! June 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 accompanying… Read more »

Jul 3, 2018

CU*BASE GOLD 18.07 Coming Soon!

CU*BASE GOLD 18.07 Coming Soon!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Another CU*BASE Release Is Coming!  Mark your calendars for the date below, when you will receive CU*BASE GOLD Version 18.07: Online credit unions: July 15 Site-Four partners: July 15 Self-processing credit unions: August 6-7 Release Documents 18.07 Release Summary 18.07 Database Changes 18.07 Tool Changes Release Training General Release… Read more »

Jun 22, 2018

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