We will not be converting any existing members who have only the See feature activated so that they automatically allow Jump for those relationships, but you can make those adjustments yourself as members request that access be reinstated. Use Tool #14 Member Personal Banker then choose See/Jump Relationships . Since we are still considering how to introduce a different type of See functionality in the future, at this point we will not be removing the existing settings from the configurat  More...

This feature has been temporarily sunset in the new look for It's Me 247 , based on the difficulty of presenting the data in a clear way within the constraints of a mobile phone screen size. Mobile first design means we must have a way to display the information in the smallest format first, then expand for the larger formats. Previously the See feature was only available in desktop online banking, not mobile web, because of how difficult it was to show the accounts while still making it c  More...

No, you can still see a list of all accounts in the Full Account Summary, including a column for due dates in the Loans section. (Tip: Sub-totals under each section were also added as of 11/9/2021.) Remember that the home page is just a list of favorite accounts, not the full account summary, which is why it’s not separated into categories and doesn't include as much info (like loan due dates). If you scroll to the end of that list and click the Full Account Summary link, you get the  More...

These are now listed automatically at the top of the account details page, above the actual posted transactions. So from the home page, just click the account you want and choose Account Details.

This is one of the trade-offs of our underlying module architecture. Modules let us create completely self-contained features -- skip-a-pay is just one example -- that can then be linked to from anywhere else in the application. You might want to promote something via a banner add, or put it on your feature of the week menu, or even add a link from the master menu. But in order for that to work, the module must be able to function even if it's not coming from a list of loan accounts. We ca  More...

Yes, there will be a few features we are not bringing over into the new mobile first design. Features being permanently sunset: Promise Deposits - As most CUs and members have fully embraced RDC with its available near-real-time posting option, we made the decision not to bring the Promise Deposits feature into the new modules/mobile first design. Member-selected color themes, picture albums, and start page - The start page feature has been replaced by the Favorite accounts and Favorite feat  More...

Here's a list of some of the things your credit unions can customize: Colors Branding Background and button colors Logo image (yours, or It's Me 247 ) Login page logo, background image and colors Background image for the member profile page Marketing Clickable banner ads across the top of the home page, feature module pages, and other locations throughout the application Content on the Find a Branch page Content on the Assist (FAQ) page Links to social media sites, your website, and ot  More...

Remember that in the new look, the home page is intended to show only the member's favorite accounts. If you scroll down to the bottom of that list you'll see a See Full Account Summary link that will take them to a page more like the old account summary, including due dates on all loans. If members don't want to scroll so much, we recommend they change their favorite accounts to show fewer accounts on their home page, which makes that link easier to notice.

Yes! This is an exciting enhancement made possible by the new mobile first design. There is now a full-featured search tool incorporated into the Account Details (transaction history) feature in the new look for It's Me 247 . At the top of that page there is a new search transactions box where you can enter an amount, part of the transaction description, a check #, or any other text that appears in the transaction list to find all matching items. For more specific search, you can use th  More...

Well, it's a little of both, actually. If you activate something that’s optional in CU*BASE but there is not a corresponding link to that from somewhere in your master navigation, then members won’t be able to get to it. As an example, take the overdraft services feature, where members can change their Reg E opt in/out choice online. If you do not have a link to this in online banking from either the mega menu, on a clickable ad, or on a widget bar, then even if you activate i  More...

You just need to click on the transaction in the list to expand and see all the details on that transaction, including resulting balance, transaction type, and more. For a loan payment, that page will also show the amounts that went toward principal and interest for that payment transaction.

Yes! There are a couple of ways we will be getting the member's attention: At the top of the member's main page we'll present a new message banner indicating they have messages waiting to be read. The member can click View or Dismiss: Also, when the member clicks the Profile button in the upper-right corner of the screen, a circled red number will indicate how many messages are waiting to be read in the Secure Message Center:

If there is an offer waiting for the member, it will be displayed in the Member Message banner along the top of the home page. It will also be available from the ... pop-out menu when the member clicks on the certificate account, or by using the Options button in the Account Summary list.

The search feature is designed to start by looking just through the transactions that are currently being displayed (such as the most recent 20 transactions). This is intended to speed up the search process. To keep looking further back in your history, just click the Load More Transactions button. This will cause It's Me 247 to call for more transaction history from CU*BASE, filtered by that same search criteria.

There's no longer a button right on the It's Me 247 page, but assuming you're on a device with a mouse, with most browsers you can right-click on a page and choose Print to produce a very nice looking, printable list of transactions. Your browser's print controls can even let you change the magnification percentage, margins, and other settings. Hint: It can make a difference where you are pointing when you click, so if the menu that appears on a right-click doesn't have a Pr  More...

Yes! A member can upload any image they like to appear in that spot, in place of the generic placeholder that appears there automatically. To change the image, click the Profile button and choose Personal Info Settings, then click the little camera button that appears next to the placeholder image at the top of the page. Then just choose an image. No one will be able to see that image except for the member. If the member has more than one membership, each can have its own profile image.