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, which has been viewed 2,505 times! Play Video Check out our entire collection of video tutorials in the Show… Read more »
Tips & Tricks for CU*BASE – Part 1: Copying Information Need a quick way to show your staff how they can copy information in CU*BASE? Refer them to this video, which has been viewed 2,938 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Loan Quoter Basics Need a quick way to show your staff how they can use the loan quoter tool to provide members with loan payment estimates? Refer them to this video, which has been viewed 4,061 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Using the Rate Estimator Tool The Rate Estimator tool can be used to help estimate an individual’s current loan rate at their financial institution, allowing you to offer them a better rate at your credit union. Need a quick way to show staff how they can use the Rate Estimator tool? Refer them to this… Read more »
Using the Rate Inquiry Tool to View Share Dividend Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for share products? Refer them to this video, which has been viewed 1,766 times! Play Video Check out our entire collection of video… Read more »
Using the Rate Inquiry Tool to View Certificate Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest dividend rates for certificate products? Refer them to this video, which has been viewed 1,841 times! Play Video Check out our entire collection of video tutorials in… Read more »
Using the Rate Inquiry Tool to View Loan Rates Need a quick way to show your staff how they can use the Rate Inquiry tool to find the latest interest rates for loan products? Refer them to this video, which has been viewed 1,776 times! Play Video Check out our entire collection of video tutorials… Read more »
Viewing a Member’s Tax Information Need a quick way to show your staff how they can view a member’s tax file in CU*BASE? Refer them to this video, which has been viewed 1,054 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Selecting Columns When Using Report Builder Need a quick way to show your staff how they can select report fields using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 811 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps Video Library!
Printing a Report Created Using Report Builder Need a quick way to show your staff how they can save and print a Report created using the CU*BASE Report Builder Tool? Refer them to this video, which has been viewed 850 times! Play Video Check out our entire collection of video tutorials in the Show Me the Steps… Read more »
Each week, Geoff Johnson, CEO of CU*Answers, highlights two key topics that your credit union should be following.
View the Video
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in October!
Annalyn Hawkes from the Asterisk Intelligence Team has a new blog post sharing thoughts and tips that will help fellow query users who are tasked with projects to pull lists of members who are not online banking users. Read Annalyn’s Blog Post
