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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. - PowerPoint PPT Presentation
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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!
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:
O June 4: Managing Bankruptcyhttp://cuanswers.com/education/syllabi/?course=5.40
O July 25: CU*BASE Marketing and Sales Tools http://cuanswers.com/education/syllabi/?course=4.10
O August 13: Build a Communication Network by Using Member Connecthttp://cuanswers.com/education/syllabi/?course=4.13
Insert an arrow next to your favorite spring flowers.
Ice Breaker
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 FactDo 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.
475
227350
Answer
The number of topics included in Show Me the Steps is
350
For those of you
who guessed correctly, great
job! You’ve won
a tin of Russian
teacakes!
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 FocusYou 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:
O Handle a bankrupt memberO Determine why an NSF fee was chargedO Target specific groups of members for marketing purposesO Research members with invalid email addressesO Reverse a transaction
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
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 Member
Click Network Links from any CU*BASE GOLD screen.
Learning How to Handle a Bankrupt Member
Click Show Me the Steps.
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 Member
Learning How to Handle a Bankrupt Member
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
Learning How to Handle a Bankrupt Member
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!
Answer
If you want to stop sending eStatements to a bankrupts member, you would go to
MNUPDT #1-Update Membership Information
Bravo! You’ve won
$2,000!
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 Charged
Many Show Me the Steps topics link to other Show Me the Steps topics.
Learning How to Determine Why a Fee Was Charged
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 Determine Why a Fee Was Charged
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 Groups of Members for Marketing Purposes
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!
Answer
The name of the CU*BASE feature that produces a list of members with or without certain
services is
List Generator
That’s right! You’ve won a box of
truffles!
Learning How to Research Members with Invalid Email Addresses
Learning How to Research Members with Invalid Email Addresses
Learning How to Research Members with Invalid Email Addresses
Learning How to Research Members with Invalid Email Addresses
Learning How to Reverse a Transaction
Learning How to Reverse a Transaction
Features of Show Me the Steps: Contents Tab
Features of Show Me the Steps: Link to Submit Your Own
Instructions
Features of Show Me the Steps: Link to Submit Your Own
Instructions
Features of Show Me the Steps: Link to AnswerBook
Features of Show Me the Steps: Link to AnswerBook
Features of Show Me the Steps: Bookmarks at the Bottom
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 Page
Wrap-Up
On the whiteboard:O Write down your most valuable takeaway from
today’s webinar or a topic you’d like to go find in Show Me the Steps.
Webinar Links
LinksO Show Me the Steps AnswerBook link: https://kb.cuanswers.com/cuanswers/consumer/question.asp O Show Me the Steps Browse page:
http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#browse.htmO Show Me the Steps site: http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#welcome.htm O Show Me the Steps Submission link: http://cuanswers.com/client/show-me-the-steps?CUID=870 O Show Me the Steps topics referenced in today’s webinar:
O http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Bankruptcy.htmO http://
www.cuanswers.com/doc/stepbystep/stepbystep.htm#Determine_Why_NSF_Fee_Was_Charged.htm
O http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#View_Accounts_with_or_without_Certain_Services.htm
O http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Send_Mass_Communication_to_Members.htm
O http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#View_Invalid_Email_Addresses.htmO http://www.cuanswers.com/doc/stepbystep/stepbystep.htm#Reverse_Transaction_Same_Day.htmO http://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.
Tricks of the Trade DocumentationTo 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!
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:
O June 4: Managing Bankruptcyhttp://cuanswers.com/education/syllabi/?course=5.40
O July 25: CU*BASE Marketing and Sales Tools http://cuanswers.com/education/syllabi/?course=4.10
O August 13: Build a Communication Network by Using Member Connecthttp://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.
