Updating Closed Membership Information (2)

Screen ID:

Screen Title:

Panel Number:

UCMAST-02

Closed Master File Maintenance

1775

This second screen shows general information about this closed membership for an individual. Make any changes as needed and use Enter to save and return to the previous screen.

To view existing alternate or secondary address records for this membership, use Alternate Address (F9).
If a Custom Fields button is shown, this means that custom data can be attached to this membership. Click the button to add the custom data. It will appear in the closed membership screen.

For a description of the fields that appear on this screen, refer to the Update Membership topics (1, 2, and 3).

Integration between CU*BASE and your imaging solution

This screen has a link to your imaging solution to further integrate with CU*BASE. The “Scan e-Document” button is used for scanning a document into your imaging solution. The “View e-Document” button is for retrieving images from your imaging solution.

Remember: Only documents warranted by the CU*Spy online vault can be scanned into that vault.
Clients with in-house imaging solutions should contact Imaging Solutions for assistance configuring links for use with your vault.