Phone: Member Lookup

Screen ID: 

Screen Title: 

Panel Number:

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IPHONE-01

Phone Operator Member Lookup

4437


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Access this screen by (Shortcut: phone) or by clicking (F2) at the top of the CU*BASE home page. 

Check out the video related to this topic: Searching by Name - Part II (More videos below!)

Helpful Resources

Why did my member get charged an NSF or ANR fee?

Screen Overview

This screen is the first of several screens used for Phone Operator (sometimes referred to as “Phone Inquiry” or “Phone Software”). Enter the member's base account number and use Enter to continue to the Account Processing screen showing all open accounts for that membership.

If Employee Security is activated, this screen will not ask for the Employee ID and password.

Searching for an Account

Learn more about using the search fields (also used on the Global Search screen)

To look for an account, enter a name or other criteria using the Search Criteria fields, then use Enter to look for items that match. Once the search list appears, you may select the account and use Enter or Select, or type the account number (be sure to clear any remaining search criteria) and use Enter to proceed. (The required digits for the SSN is configured in your credit union privacy configuration.)

Searching for an Account Using a Credit/ATM/Debit Card Number

Use Card # search field if you need to find a member account. Enter the last four digits of the card. If you enter number 6542, the system will display all accounts with an online credit card or ATM or debit card that ends in 6542. For security purposes, only the last four digit of the card number show on this screen.

Go Back to a Previously-Used Account

If you want to access a membership you used recently, click the lookup next to the Account base field. The Your Most Recent Accounts Accessed pop-up window will appear. NOTE: If auto security is not activated, you will first need enter your Employee ID and password in order to use this feature.

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Field Descriptions

Field

Description

Employee ID

If auto security is not activated, you will be asked to enter your Employee ID and Password. The password will appear as a series of asterisks (****) when entered.

Account Base

The base account number for the member, if known.

Last name

Enter the member's full or partial last name to search for the account.

First name

Enter the member's full last name and full or partial first name to search for the account number.

DBA name

Enter the full or partial "doing business as" name to search for an account.

SSN/TIN

Enter the number of digits as configured in your credit union’s privacy configuration). NOTE: The SSN/TIN shown in the results will always be masked except the final four digits, regardless of your privacy configuration.

Card #

Use Card # search field if you need to find a member account. Enter the last four digits of the card. If you enter number 6542, the system will display all accounts with an online credit card or ATM or debit card that ends in 6542. For security purposes, only the last four digit of the card number show on this screen.

Account

Enter an account number to view people associated with that membership.

Employee #

Enter the member's employee number (if used) to search for the account number.

Reference

Enter the employee's reference number or text, if used.

Additional Video Resources

View more Phone Operator videos.

Visit the Show Me the Steps video library to view more videos!

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#IPHONE-01.htm