Member List Generator (1) Main Selection

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LMBLBLS-01

Member List Generator – Main Selection

6051


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Access this screen by selecting Tool #447 List Generator (Database/Labels).

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to view accounts with/without certain services and complete other research-related tasks.

Want greater eStatement penetration? Use our Building the Factory series to create a marketing campaign from start to finish!

Want to increase the number of services per member? Use our Building the Factory series to create a marketing campaign from start to finish!

Want more checking accounts? Use our Building the Factory series to create a marketing campaign from start to finish!

Want more loans with existing members? Use our Building the Factory series to create a marketing campaign from start to finish!

Want more debit cards? Use our Building the Factory series to create a marketing campaign from start to finish!

Want to increase your deposits? Use our Building the Factory series to create a marketing campaign from start to finish!


Screen Overview

This is the first in a series of screens used to produce a list of member accounts based on a robust variety of selection criteria, including an exclusive “accounts WITHOUT” feature that helps you find members who do not currently have a particular product or service.  You can even use it to “scrub” a list of member accounts you gathered from another source.

In addition to multiple choices for the final output, the List Generator is the easiest way to eliminate duplicates by member address or household number, and you can even replace the member's name with generic text such as “Valued Credit Union Member” if you wish. 

Start by choosing what you’d like as the final output:

CU*TIP:The dashboard also lets you export the list or print labels, so this is the most flexible choice! 

CU*TIP:When mailing labels are printed using these selection criteria, a separate report (LMBLBLX) will also be printed that displays the parameters used to generate the labels. This can be helpful if you need to verify that the proper names were included, or to recreate the labels again at a later time.

Next, specify the input source.  In other words, where should the labels program get the member names?  There are three choices:

OR

When ready, use Enter to proceed to the second screen where you’ll begin setting up your selection criteria.

Using a Database File as the Input Source

This feature lets you “scrub” a database file through the labels program so that you can get printed mailing labels, a dashboard inquiry, or a properly formatted database file that could then be sent to a third-party vendor for their mailing needs.

Some rules for this database file:

IMPORTANT: Make sure to also select the input source that matches what’s in your database file!  In other words, if your file contains account numbers from the MASTER membership file, select the Open memberships option in addition to entering your file name.  Otherwise you may not get all the records you expect.  (For example, if your file contains account numbers for current members, and you choose “I want to process Closed memberships”, then your resulting file will only contain account numbers from your file that also happen to appear in the MSHIST closed memberships file.)

 

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