eAlerts: Add/Edit Daily Balance Notification

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UEALRTD-05

eAlert Subscription Maintenance

6866


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Access this screen from the eAlert Add screen and selecting to add a Daily Balance notification, or by selecting an existing Daily Balance Notification eAlert from the Member eAlert/eNotice Maintenance screen.

Get the member's perspective with this online banking video: Subscribing to eNotices & eAlerts (More videos below!)

Helpful Resources

For complete details on activating and using e-Alerts, refer to the booklet, eAlerts.

Learn how to enroll a member in eAlerts.

Screen Overview

This screen allows a credit union employee to configure an e-Alert for a member to receive an alert indicating the member's daily balance. This alert is sent at the beginning of the day, daily.

Then, indicate how the member wants to be contacted:

Use Update (F5) to save the request and return to the Member eAlert/eNotice Maintenance screen.

Remember that members can do the same thing themselves in online banking. These screens are intended to allow an MSR to access the member's settings while working with the member over the phone or in person.

More Details on eAlert Email Delivery

If the member requests an email notification or complete email option, and the member's email address is later marked as invalid in CU*BASE, the member will cease to receive alert emails until the email is updated. This is the only reason and email would not be sent by the system. The member can correct this email themselves in online banking or the MSR can correct it in CU*BASE by using F9-Email on the previous screen. An email is required to sign up for these email options; messaging will alert the employee that an email address is needed if a valid email is not in the system.

Additional Video Resources

View more member-facing online banking videos.

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

 

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