Enroll Member in Household

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Member or Household Selection


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This screen will appear use "Enroll" (F6) on the first household screen or by selecting "Enroll/Add Member" (F6) on the Household Members screen.

Use this screen to enroll a member in a household.

If the new person is a credit union member, enter the member account base number and use Enter to proceed to the Household Enrollment window. If the household member is not a credit union member, enter a Social Security number instead. If necessary, a Non-Member Information window may appear so that basic details such as name and address can be recorded in the non-member database before proceeding to the Household Enrollment window.

This screen also appears in the directions for adding household members that appears on this topic.


Link to ID: https://help.cubase.org/cubase/cubase.htm#5146g.htm