From charts to checklists From flyers to forms There is a lot of documentation on our website about CUBASE and the programs and features it offers Thats why each month we send you a Tricks of the Trade email and hold this companion webinar to highlight ID: 221288
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From brochures to booklets,
From charts to checklists,From flyers to forms,There is a lot of documentation on our website about CU*BASE and the programs and features it offers.That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to highlight key documents that will make your job easier!
Welcome to the April
Tricks of the Trade
webinar!Slide2
Links to Additional Training on Today’s Topics
This webinar
will teach you how to find
out how to perform various tasks in CU*BASE using Show Me the Steps, an online help site that is a companion to CU*BASE Online Help. If
you prefer more in-depth training
about topics we’re going to cover in today’s webinar, register for these upcoming webinars: June 4: Managing Bankruptcyhttp://cuanswers.com/education/syllabi/?course=5.40 July 25: CU*BASE Marketing and Sales Tools http://cuanswers.com/education/syllabi/?course=4.10 August 13: Build a Communication Network by Using Member Connecthttp://cuanswers.com/education/syllabi/?course=4.13Slide3
Insert an arrow
next to your favorite spring flowers.
Ice BreakerSlide4
Focus of This Month’s Webinar:Show Me the Steps
A complement to CU*BASE Online Help, Show Me the Steps is an online help system that offers simple step-by-step instructions on how to perform various tasks in CU*BASE.Slide5
Fun Fact
Do you know how many topics are included in Show Me the Steps?
A prize will be awarded for the correct answer!Insert an arrow in the box with the correct answer. 475227
350Slide6
Answer
The number of topics included in Show Me the Steps is350 Slide7
For those of you who guessed correctly,
great job! You’ve won a tin of Russian teacakes!Slide8
How Familiar Are You with Show Me the Steps?
Have you ever visited the Show Me the Steps site to learn how to do something in CU*BASE? Insert an arrow in the box that applies.
YESNOSlide9
Today’s Focus
You can learn how to do just about anything in CU*BASE using Show Me the Steps. Today we’ll look at a small sample of Show Me the Steps topics that will teach us how to:Handle a bankrupt memberDetermine why an NSF fee was chargedTarget specific groups of members for marketing purposesResearch members with invalid email addresses
Reverse a transactionSlide10
Learning How to Handle a Bankrupt Member
Insert an arrow below the task you’d be most interested in knowing how to do.How to block the sending of statements to bankrupt membersHow to remove a cosigner from receiving noticesSlide11
Let’s visit Show Me the Steps to learn how to do these things!
We’ll start with learning how to block the sending of statements to bankrupt members.You can follow along while I show you how to get to this topic in Show Me the Steps.
Learning How to Handle a Bankrupt MemberSlide12
Click Network Links from any CU*BASE GOLD screen.
Learning How to Handle a Bankrupt MemberSlide13
Click Show Me the Steps.
Learning How to Handle a Bankrupt MemberSlide14
Now simply type “Bankruptcy” in the Search box and click “Bankruptcy,” then “Block Sending of Statements to Bankrupt Members.”
Learning How to Handle a Bankrupt MemberSlide15
Learning How to Handle a Bankrupt MemberSlide16
Learning How to Handle a Bankrupt MemberSlide17
Show Me the Steps topics include links to other documentation that can be found on the same topic. This link directs the user to CU*BASE online help to learn more about this screen.
Learning How to Handle a Bankrupt MemberSlide18
Learning How to Handle a Bankrupt MemberSlide19
Where do you go in CU*BASE if you want to stop sending eStatements to a bankrupt member?
Learning How to Handle a Bankrupt Member
Pop
Quiz
Insert an arrow
in the bubble with the correct answer.
MNUPDT #9-Update Misc. Loan Information
MNUPDT #1-Update Membership Information
MNUPDT #2-Update Member Account
Infor
.
A prize will be awarded for the correct answer!Slide20
Answer
If you want to stop sending eStatements to a bankrupts member, you would go toMNUPDT #1-Update Membership Information Slide21
Bravo!
You’ve won $2,000!Slide22
Learning How to Determine Why a Fee Was Charged
If we type “Research” in the Search box, we can find out how to research things in CU*BASE, including how to research why a fee was charged.Slide23
Learning How to Determine Why a Fee Was Charged
Many Show Me the Steps topics link to other Show Me the Steps topics.Slide24
Learning How to Determine Why a Fee Was ChargedSlide25
Learning How to Determine Why a Fee Was Charged
Many Show Me the Steps topics link to CU*BASE Online Help topics as well.Slide26
Learning How to Determine Why a Fee Was ChargedSlide27
Learning How to Target Specific Groups of Members for Marketing Purposes
Once we’ve found out which members subscribe to a certain service such as eStatements, we can send that group of members a marketing message.Slide28
Learning How to Target Specific Groups of Members for Marketing PurposesSlide29
What is the name of the CU*BASE feature that produces a list of members with or without certain services?
Learning How to
Target Specific Members
Pop
Quiz
Insert an arrow
in the bubble with the correct answer.
List Generator
Member Connect
Statement Mail Groups
A prize will be awarded for the correct answer!Slide30
Answer
The name of the CU*BASE feature that produces a list of members with or without certain services isList Generator Slide31
That’s right!
You’ve won a box of truffles!Slide32
Learning How to Research Members with Invalid Email AddressesSlide33
Learning How to Research Members with Invalid Email AddressesSlide34
Learning How to Research Members with Invalid Email AddressesSlide35
Learning How to Research Members with Invalid Email AddressesSlide36
Learning How to Reverse a TransactionSlide37
Learning How to Reverse a TransactionSlide38
Features of Show Me the Steps: Contents TabSlide39
Features of Show Me the Steps: Link to Submit Your Own InstructionsSlide40
Features of Show Me the Steps:
Link to Submit Your Own InstructionsSlide41
Features of Show Me the Steps:
Link to
AnswerBookSlide42
Features of Show Me the Steps:
Link to
AnswerBookSlide43
Features of Show Me the Steps:
Bookmarks at the BottomSlide44
This page lists all main topics. Simply click one to be directed to a set of sub-topics.
Features of Show Me the Steps:
Browse PageSlide45
Wrap-Up
On the whiteboard:Write down your most valuable takeaway from today’s webinar or a topic you’d like to go find in Show Me the Steps.Slide46
Webinar Links
Links
Show Me the Steps AnswerBook link: https://kb.cuanswers.com/cuanswers/consumer/question.asp Show Me the Steps Browse page: http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#browse.htmShow Me the Steps site: http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm Show Me the Steps Submission link: http://cuanswers.com/client/show-me-the-steps?CUID=870 Show Me the Steps topics referenced in today’s webinar:http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Bankruptcy.htm
http
://
www.cuanswers.com/doc/stepbystep/stepbystep.htm#Determine_Why_NSF_Fee_Was_Charged.htmhttp://www.cuanswers.com/doc/stepbystep/stepbystep.htm#View_Accounts_with_or_without_Certain_Services.htmhttp://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Send_Mass_Communication_to_Members.htmhttp://www.cuanswers.com/doc/stepbystep/stepbystep.htm#View_Invalid_Email_Addresses.htmhttp://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Reverse_Transaction_Same_Day.htmhttp://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Edit_a_Comment.htm
For questions regarding Show Me the Steps topics, please refer to the documentation referenced in today’s webinar.
For your convenience,
links are provided
below.Slide47
Tricks of the Trade Documentation
To access all Tricks of the Trade webinar presentations, including this one, as well as all Tricks of the Trade newsletters, refer to the Tricks of the Trade Newsletter Series page at:
http://cuanswers.com/tricks_of_trade.phpSlide48
Thank you for attending the April Tricks of the Trade webinar!
This webinar
was designed to
teach you how to find
out how to perform various tasks in CU*BASE using Show Me the Steps. If
you prefer more in-depth training about topics covered in today’s webinar, register for these upcoming webinars: June 4: Managing Bankruptcyhttp://cuanswers.com/education/syllabi/?course=5.40 July 25: CU*BASE Marketing and Sales Tools http://cuanswers.com/education/syllabi/?course=4.10 August 13: Build a Communication Network by Using Member Connecthttp://cuanswers.com/education/syllabi/?course=4.13We hope to see you at next month’s Tricks of the Trade webinar! Watch for an invitation.