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Welcome to the April Tricks of the Trade webinar!. 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.

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Presentation Transcript
slide1

Welcome to the April Tricks of the Trade webinar!

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!

links to additional training on today s topics
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 Bankruptcy

http://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 Connect

http://cuanswers.com/education/syllabi/?course=4.13

ice breaker
Ice Breaker

Insert an arrow next to your favorite spring flowers.

focus of this month s webinar show me the steps
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.

fun fact
Fun Fact

Insert an arrow in the box with the correct answer.

Do you know how many topics are included in Show Me the Steps?

A prize will be awarded for the correct answer!

227

350

475

answer
Answer

The number of topics included in Show Me the Steps is

350

how familiar are you with show me the steps
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.

YES

NO

today s focus
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 member
  • Determine why an NSF fee was charged
  • Target specific groups of members for marketing purposes
  • Research members with invalid email addresses
  • Reverse a transaction
learning how to handle a bankrupt member
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 members

How to remove a cosigner from receiving notices

slide11

Learning How to Handle a Bankrupt Member

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 member1
Learning How to Handle a Bankrupt Member

Click Network Links from any CU*BASE GOLD screen.

learning how to handle a bankrupt member3
Learning How to Handle a Bankrupt Member

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 member6
Learning How to Handle a Bankrupt Member

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 member pop quiz
Learning How to Handle a Bankrupt MemberPop Quiz

A prize will be awarded for the correct answer!

Where do you go in CU*BASE if you want to stop sending eStatements to a bankrupt member?

Insert an arrow in the bubble with the correct answer.

MNUPDT #2-Update Member Account Infor.

MNUPDT #1-Update Membership Information

MNUPDT #9-Update Misc. Loan Information

answer1
Answer

If you want to stop sending eStatements to a bankrupts member, you would go to

MNUPDT #1-Update Membership Information

learning how to determine why a fee was charged
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.

learning how to determine why a fee was charged1
Learning How to Determine Why a Fee Was Charged

Many Show Me the Steps topics link to other Show Me the Steps topics.

learning how to determine why a fee was charged3
Learning How to Determine Why a Fee Was Charged

Many Show Me the Steps topics link to CU*BASE Online Help topics as well.

learning how to target specific groups of members for marketing purposes
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.

learning how to target specific members pop quiz
Learning How to Target Specific MembersPop Quiz

A prize will be awarded for the correct answer!

What is the name of the CU*BASE feature that produces a list of members with or without certain services?

Insert an arrow in the bubble with the correct answer.

Statement Mail Groups

Member Connect

List Generator

answer2
Answer

The name of the CU*BASE feature that produces a list of members with or without certain services is

List Generator

features of show me the steps browse page
Features of Show Me the Steps: Browse Page

This page lists all main topics. Simply click one to be directed to a set of sub-topics.

wrap up
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

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.

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.htm
  • Show 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.htm
    • http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#View_Accounts_with_or_without_Certain_Services.htm
    • http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Send_Mass_Communication_to_Members.htm
    • http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#View_Invalid_Email_Addresses.htm
    • http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Reverse_Transaction_Same_Day.htm
    • http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Edit_a_Comment.htm
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.php

thank you for attending the april tricks of the trade webinar
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 Bankruptcy

http://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 Connect

http://cuanswers.com/education/syllabi/?course=4.13

We hope to see you at next month’s Tricks of the Trade webinar! Watch for an invitation.

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