Updating Closed Account Information – Certificate

Screen ID: 

Screen Title: 

Panel Number:

UCMEMB-04

Closed Account Info Update

5261

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This screen lets you change the record for a closed certificate account. Use Enter when done to save changes and return to the previous screen.

For a description of the fields on this screen, refer to the Update Certificate Account Information topic.

The Custom Fields button takes you to the custom data field were you can view data attached to the account.

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.