Member List Generator (3) - Member/Non-member Selection (continued)

Screen ID: 

Screen Title: 

Panel Number:

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LMBLBLS-03

Member List Generator - Member/Non-member Selection

6053


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Access this screen by pressing Enter on the second screen.

Helpful Resources

Learn how to view accounts with/without certain services.

Screen Overview

This screen is also used to specify which members should be included on the mailing labels based on specific attributes of their current accounts. There are three choices for some of the attributes:

Also select Marketing Club and Membership Designations by clicking on the Select button or by using the appropriate button. Press Enter to move to the fourth screen.

Field Descriptions

Field Name

Description

Membership Type

To include only a specific membership designation. Select from Individual and Organization or leave blank.

State

To include/exclude only members in a certain state (from the MASTER record).

Zip Code

To include/exclude a range of zip codes.

Wrong addresses

To include/exclude memberships marked as Wrong address in the MASTER record. It is a good idea to exclude these to avoid having mail returned as undeliverable.

Foreign addresses

To include/exclude foreign addresses.

Members with write offs

To include/exclude members that have loan accounts where the Write-off flag is set to 1 (for a written off loan).

3rd-party opt out flag

To include/exclude members from marketing and solicitation third party emails and marketing communications. (Select Include to include members who have asked to opt out and Exclude if you do not want to include them). Members are marked on the Update Individual and Update Organization screens or on the Member Misc. Information Maintenance screen accessed via Teller, Inquiry and Phone Operator. Members can also select to opt out through Online Banking.

CU contact opt out flag

To include/exclude members from credit union generated emails and marketing communications that might be educational in nature, such as information about a better certificate rate or loan rate offering. (Select Include to include members who have asked to opt out and Exclude if you do not want to include them). Members are marked on the Update Individual and Update Organization screens or on the Member Misc. Information Maintenance screen accessed via Teller, Inquiry and Phone Operator. Members can also select to opt out through Online Banking.

Marketing Club Types (F13)

Use the Select button to include member belonging to specific Marketing Club(s). The number next to the button will indicate the number of clubs selected

Membership Designation (F14)

Use the Select button to include member belonging to specific Designation(s).The number next to the button will indicate the number of designations selected.

 

Buttons

Buttons

Description

End Selection (F10)

Use this to skip all of the remaining selection criteria screens and proceed directly to the final output setup screen, depending on which output option you chose on the initial screen:

Marketing Clubs (F13)

To include members belonging to specific Marketing Club(s)

Membership Designation (F14)

To include members with specific Designation(s).

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LMBLBLS-03.htm