Tips & Tricks for CU*BASE – An Introduction to CU*BASE Tools Need a quick way to show your staff how they can search for, organize and launch CU*BASE tools? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
![[The Pulse] HA Rollover Results Now Available](https://www.cuanswers.com/wp-content/uploads/thePULSE-6-100x100.png)
HA Rollover Results Now Available Rollover: October 27 – November 5 Now available for your review is the summary report of the unscheduled, emergency HA (high-availability) rollover event performed between October 27 and November 5, 2019. In the report, you will find details about the unfolding circumstances that resulted in a failover and recovery effort… Read more »
Whether you are introducing new employees to CU*BASE or helping existing employees to practice new skills, the Custom Training Edition (CTE) can help bring your team up to speed on the tools they will use every day to serve your members. The CU*BASE Custom Training Environment is a new alternative to the shared simulated environment… Read more »
Tips & Tricks for CU*BASE – Part 5: Restoring a Field Entry Need a quick way to show your staff how they can use the keyboard to restore a field entry in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Did you know you can make ‘Currently Serving’ the default for your tellers? Set your workflow controls so that “Funds in/serving another member” is used automatically, and tellers don’t have to remember to select it. Access Tool #1004 Workflow Controls: Teller Member Service to change your default Teller Process Code to “Funds in/serving another member.”… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: Our projects hatch from your input! Check out recent programming changes in the December 2019 edition of the CU*BASE Monthly Monitor Recap! December 2019 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 »
Tips & Tricks for CU*BASE – Part 4: Selecting Multiple Items Need a quick way to show your staff how they can use the keyboard to select multiple items in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Tips & Tricks for CU*BASE – Part 3: Selecting Consecutive Items Need a quick way to show your staff how they can use the keyboard to select consecutive items in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Tips & Tricks for CU*BASE – Part 2: Deleting Field Entries Need a quick way to show your staff how they can use the keyboard to quickly delete field entries in CU*BASE? Refer them to this video! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS 5300 Call Report: 4th Quarter Update Before you start working on your 4th quarter Call Report in CU*BASE, be sure to check out the changes we’ve made since last quarter. Don’t forget – you can start working on your Q419 Call Report any time after January 1, but be sure… Read more »
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Members have the ability to access their tax statements online via It’s Me 247, just like they do with regular member statements. The CU*Answers Imaging Solutions team can put your member forms online, as well as make them available to staff in CU*BASE.
