Asterisk Intelligence
Summary
This course introduces participants to Unique Data Management (UDM) custom fields, a design your own database solution that enables the creation of customized data points to collect and store in CBX. Participants learn strategies for working with UDM tools in CBX.
Audience
This course is designed for database managers, database administrators, and any other credit union staff member responsible for data.
Objectives
By the completion of this course, participants will be able to:
List best practices for configuring and managing custom fields
Identify the toolset needed to manage a set of custom fields
View custom fields and their entries
Update custom fields and their entries
Generate custom field reports
Topics
This course covers the following topics:
Configuring custom fields
Differences between membership-level and account level custom fields
Data entry tools that can be used with custom fields
Reviewing custom field entries
Database tables that store custom field entries
Best practices for maintaining custom fields and their entries
