Don’t forget: the 21.12 Release of CU*BASE was implemented on December 5th. 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 »
Did You Know? Special Tips on Setting Up Trust Accounts in CU*BASE!
Special Tips on Setting Up Trust Accounts in CU*BASE! Sometimes a trust account will use a member’s Social Security Number, other times it will use a Taxpayer Identification Number/Employer Identification Number. Either way, CU*BASE Online Help has helpful tips for setting up trust accounts in CU*BASE. Looking to use a new membership designation? CU*BASE even… Read more »
Video of the Week: Editing a Membership Application
Editing a Membership Application Need a quick way to show your staff how they can use CU*BASE to edit a membership application that was submitted online? Refer them to this video, which has been viewed 419 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
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 2021 edition of the Owner’s View Monthly Recap! December 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 »
Don’t Let the LegaSuite Upgrade Float On By!
If you have not yet completed the LegaSuite Client upgrade on all of your workstations, please do so soon. Currently, we are running on version 8.2.2 and will be moving to version 8.5.4. Online and Site-Four credit unions will need to complete the upgrade by October 3, while Self-Processing credit unions will need to complete… Read more »