While it is possible that an issue someone runs into on a website is an issue with the web server or a programming issue with the site, it is very important to rule out any browser or workstation incompatibilities first. If the website is not being opened in a supported browser, for instance, it can cause errors that would otherwise not exist. So what are some standard troubleshooting steps than can be taken? Are you using the latest version of your browser? Just like any other piece of software  More...

Using a link to the standard login pages provides much more than just the ability to log in: The I forgot my password link that allows them to reset their password online They have to set up the Security Questions anyway; why not give them a place to use them to help themselves if they forget their password? The Apply for Membership link to capture membership applications and work them right from CU*BASE (no rekeying!) Why would you not allow every possible opportunity for someone to say th  More...

Members who use either this logout button or the Logout button at the top of the page will be directed to the Online Banking Community (OBC) page. Your credit union can select a different landing page, however. Contact the Internet Retailer Support Center to activate this feature at irsc@cuanswers.com.

You can use our Direct Login widget to place a Username field on your website to begin the login process. For the password and security questions, the member would then be directed to the OBC login page, as now. Use the link below for instructions on how to use our Direct Login widget to add the appropriate code to your website. OnlineBanking It's Me 247 Itsme247

Click the My Preferences button (a star) in the upper-right corner of the CU*BASE home page and choose from one of the available Color themes. Use Enter when done to save. Themes are tied to your CU*BASE employee ID, so you will see that theme even if you log into CU*BASE from a different workstation.

Deactivating auto-security then reactivating it does require you to enter a different employee ID. After a password is entered to reactivate auto-security under that ID, the screen will refresh the tools display to show which ones can be accessed and which cannot. However, it doesn't necessarily refresh all of that employee's other preferences such as color theme or tool set (Favorites vs. All My Tools). Therefore it's best to just log off and have the next user log in to complete  More...

The Internet Retailer Support Center (IRSC) is a support desk at CU*Answers for credit union virtual channel project managers. It brings together several digital strategy products into one cohesive location and a single point of contact—no more searching across CU*Answers’ websites for forms saved in different places! Credit unions looking to expand their virtual channel marketplace will be able to shop and explore the offerings online as well as check project development status. The  More...

When sending emails to members from CU*BASE, or any emails to members for that matter, it is important to add an unsubscribe link. Having the member reply to the email or call a number decreases the delivery rates of your message and makes it more readily marked as spam. Simply have the link say, Unsubscribe and link it to an external opt-out website (that you will need to monitor). Don’t include extraneous text such as “...and fill out our form to unsubscribe” as some ISPs  More...

When a collection account is charged off it may qualify for a 1099C to be sent to the member. Qualifications are detailed on the IRS website. Access Tool #922 Update 1099-A, C and MISC Tax Form Data to enter or modify information to be printed on a 1099-C form for a particular member.

Transfer Control means that a member must tell you the account numbers where he or she would like to be able to transfer funds in Online Banking and Audio Banking. (The same transfer control lists is used by both systems.) Remember that these are accounts that will receive funds from the member's own account. If transfer control is activated, a member will not be able to specify an account number when transferring; instead, he will choose from a drop-down list of names (not account number  More...

Our official statement is that CU*BASE is not integrated with any TCD or TCR hardware solution; however, you may find the information below helpful. When considering which model of TCD or TCR to select, it is important to realize that supported models are determined by your solution provider not CU*Answers. For example, if you are utilizing DynaCash, as the provider of the software that interfaces between CU*BASE and the cash handling hardware then they would determine compatibility. With this i  More...

The following applies only to credit unions that have activated the Text-To-Speech (TTS) engine for CU*Talk Audio Response. You can use Tool #506 Member Rate Maintenance to control product rates read to members in CU*Talk Audio Response. But keep in mind that because you are using Text-To-Speech, changes made here directly affect the credit union website and It's Me 247 online banking as well. Once in the menu option, select shares or certificates. From the next rate menu you will see a   More...

To determine if you have a valid OFAC match, follow the ‘due diligence’ steps on the Department of Treasury website at http://www.treasury.gov/about/organizational-structure/offices/Pages/Office-of-Foreign-Assets-Control.aspx

T o ensure all your email messages are delivered to members, be sure to include ALL the following: Clearly identify the credit union name, address, phone number, and member service email address in the body of the email. Clearly identify the purpose of the email in the subject line. (See SAMPLE MESSAGES below.) Make a web-friendly Signature Line message. (SEE SAMPLE SIGNATURE LINE MESSAGE below. ) Clearly state why the member is receiving the email. Ensure your message uses proper grammar, spel  More...

Yes, you can choose to customize the page to which It's Me 247 navigates whenever a member clicks the logout button. For example, Western Districts Members CU has the custom logout set to go to https://wdmcu.org/youve-successfully-logged-out/ , a page on the credit union's website used to promote other credit union services in which online members might be interested. Websites with this feature are It's Me 247 online and mobile web banking, It's My Biz 247 , and online loan app  More...

Yes there is! We offer two ways your members and staff can become familiar with the iPay product offering. One is an interactive demo where the user can pick and choose the bill pay options they are most interested in. The other is a tutuorial of the bill pay feature. Both links are listed below . EIther of these links can be used in the Related Links section of It's Me 247 or on your website.

Marketing material lists and samples can be found at the Marketing Website: http://marketing.cuanswers.com/materials.php Click on the “Order material” button then fill in quantity, customized information, shipping instructions, etc.

The regulation is split between the usage of the of the official sign (740.4) and the advertising statement (740.5) which we use in online banking. Use of the sign is required at a locations and internet sites when deposits are taken or accounts can be opened. The advertising statement does change from time to time as the rules relative to insured amounts are amended. This statement must be used when placing an add in a publication or statement and even that requirement has specific requirement  More...

This occurs when the release includes changes to the files that your Query uses. For example, if we add a new field to the MASTER file, any Query you have that uses that file will display an error message. Fortunately, it is very easy to refresh your Query so that you can use it again. All you need to do is access the Query and save it. That's all. You don't have to make changes to it, it's just important that you save it so it can refresh itself to match the new file layout.   More...

One item that is sometimes flagged on internal security scans is that the iSweep appliance has some writable network shares and that the network shares do not have authentication. This is required for operation of the ProDOC application. Here is a quick look at how the shares are used: Upon launching, the ProDOC application needs unauthenticated read access to the Control folder share. This allows ProDOC to authenticate against the iDOC Vault website, and this folder also contains all of th  More...

Both mobile enabled websites and mobile enabled It’s Me 247 Online Banking have a special browser detector to determine if the accessing browser is a mobile browser or not and then serve up the correct version. This way, CU*Answers doesn't have to hardcode any mobile specific URLs, and no matter how the browser gets to the site, they will be served the preferred version. This means that once mobile It's Me 247 Online Banking has been enabled for your credit union, members will be automa  More...

Yes! Check out the links below for marketing materials, a demo video you can link to from your own website, and more. CUs who’ve already gotten started have told us how easy it was – it practically sells itself. Once you activate, a “Try Mobile!” button automatically appears in Online Banking to tell your online members about it. And if a member navigates to www.itsme247.com from a compatible mobile device, once you activate the system automatically redirects them to the  More...

No. If a member navigates to your regular website on her mobile device, and clicks your It's Me 247 login button, if you've activated Mobile Web Banking she will be automatically redirected to the Mobile Web version of online banking. But remember that by having a mobile website that is optimized for the way mobile users work, you are showing that you care about your mobile members and meeting their needs, too! If you need advice on setting up a mobile version of your website, contact WESCO Ne  More...

From within CU*BASE GOLD, click the Net icon. Click GOLD Update Support . This will take you to the updates.cubase.org website. On this site use the link: Request form to add a new printer

It depends. If you are accessing the 2020iDOC website through the MPLS network and you do NOT have automatic VPN backup, then the answer is no. However if you are accessing it through a separate Internet connection then you should still be able to retrieve receipts. Most credit unions are not accessing it via their MPLS connection to CU*Answers. The Systems Team can tell you how your particular system is configured. edi edocs edoc