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  • 1. Many of my members have said the best way to contact them is via text message. But with the rules around “express consent” that credit union must follow, what’s the best way to take care to only contact members via text message appropriately? Public
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    The new phone # database introduced in the 18.07 release includes both a Mobile phone checkbox as well as a Can sent text messages to this number checkbox. There’s also a place to enter free-form comments on each individual phone number. Also remember to take advantage of the existing marketing opt in/opt out flags . You could even use all of these elements in tandem with a special Tracker Type/Memo Type combination that specifically records a member’s written consent. Another idea  More...
  • 2. What Microsoft and third party application patching is included in Network Services' Complete Care service offering? Public
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    Network Services uses automated patching tools to apply vendor supplied patches to Microsoft products and many third party applications running on Microsoft Windows operating systems. Patching services included in Complete Care: Currently supported versions of Microsoft Windows Operating Systems. Currently supported means that the product is still in mainstream or extended support with Microsoft. Products past extended support are not included. Third party applications running on supported Mic  More...
  • 3. What are all the possible messages that will appear during the closed account/membership process? Public
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    At the Membership Level we first check to ensure that there are no OTB relationships (Could be an OTB Card or OTB Account). One the following messages may appear (the following are all hard stops, meaning the account cannot be closed until these are taken care of): Membership attached to CRDT type OTB account Membership attached to LOAN type OTB account Membership attached to SAVE type OTB account We will also check to ensure that no batch/online cards are attached to the membership. One of the   More...
  • 4. Is CU*BASE GOLD vulnerable to the SSLv2 DROWN attack? Public
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    SSLv2 (SSL version 2) is a data encryption protocol that encrypts data before transmitting it over a network. On March 1, 2016, the US-CERT organization released an alert about a vulnerability in version 2 of the SSL encryption protocol. This vulnerability could allow an attacker to decrypt data if enough SSLv2 information was intercepted. SSLv2 is now considered obsolete. Learn more about the DROWN attack: https://www.us-cert.gov/ncas/current-activity/2016/03/01/SSLv2-DROWN-Attack Is CU*BASE   More...
  • 5. Is it possible to print a check to a vendor without creating an invoice? If so, can that payment be recorded in the vendor’s Accounts Payable history? Public
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    You can use the “Print CU Checks” feature to cut a check to any vendor, including vendors that have been configured in your CU*BASE Vendor database, without creating an invoice record, if you wish. If you want that item to show up in the vendor's history (and update their YTD amount paid for the current year only ), you will need to perform a separate step to add the record manually. Here are the steps: Step 1: Printing a Quick A/P Check In a nutshell, you will be using Tool   More...
  • 6. Can more than one person be using the 5300 Call Report software at the same time? Public
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    Tool # 362 Enter Quarterly Call Report Data can be accessed by more than one CU employee at the same time. That way you could assign more than one person the responsibility to complete different sections of the Call Report. Keep in mind, though, that if both people update the same account code (field) , the system will simply save whatever the last entry was. So your staff need to be careful that they aren't both trying to update the same sections of the report at the same time!
  • 7. Where can I purchase CU*Answers compatible computers? Public
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    WESCO Net is an authorized Dell reseller and offers computers pre-configured for your network with IBM iSeries Client Access, Seagull Jwalk and Gold already installed. WESCO Net will also apply all Microsoft Critical Updates and Service Packs prior to delivery so you can be assured your new computer is completely up-to-date. Let us take care of all the work, you just take it out of the box and plug it in. Contact a WESCO Net representitive at 616-974-1174 or the Systems Department at 800-327-34  More...
  • 8. We have our conversion coming up in a couple months, so we would like to take care of our thermal printers. What is the procedure for the setup? Public
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    CU*Answers will start the process by sending your credit union a form to fill out describing what you would like to see on the receipt. You must provide a logo and any other information required on the receipts (address, phone number, ...etc). Return the completed form to CU*Answers. CU*Answers will then relay the information to our thermal printer vendor. The vendor will then create the receipt and fax it to your credit union to approve/disapprove. If you do not approve the first draft, y  More...