Configuring User Defined Codes
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Screen ID: Screen Title: Panel Number: |
UMLCD-01 User Defined Fields Definition 3606 |
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Access this screen by selecting Tool #934: User Defined Code Definition.
User defined codes can be used to mark memberships for any reason not otherwise provided for in CU*BASE configurations.
One common use for a user defined field (previously called Mail Code) was to mark a member that wishes to “opt out” of receiving marketing mailings and other contacts, or for compliance to your credit union's member privacy policies. This is no longer recommended. As of August 2009, we are recommending that you use the “opt out” checkboxes to indicate this preference, however user defined codes can be used to specify an even more specific group. Indicate a member would like to “opt out” through checkboxes screens accessed via Tool 15: Update Membership Information (Shortcut: umbr)), the same screen where the user defied codes can be entered.
When a CU*BASE Report Builder custom report or inquiry is created to develop a mailing list, selection criteria can be added to exclude memberships with that specific user defined code.
There are two fields within the MASTER membership record: Mail Code 1 (MLCD1) and Mail Code 2 (MLCD2). Each can store a single one-digit numeric code (1 to 9), the meanings of which are defined here.
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To create a definition enter a description to explain the purpose of that code. Then use Enter again to save the code.
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To delete a code, simply delete the text and press Enter.
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To flag a membership with one of your configured user defined codes, use the Update Membership Information feature (Tool 15: Update Membership Information (Shortcut: umbr))
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NOTE: A User Defined Code does not need to have a definition in order to assign it to a member account. The definitions are simply for convenience so that others on your CU staff can see what the code numbers were intended to represent.