Configuring Preferences
Screen ID: | UMYPREF-01 |
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Screen Title: | Manage Preferences | |||
Panel ID: | 6179 | |||
Tool Number: | n/a | |||
Access this screen by selecting the "Preferences" button on the Home Page.
Check out the video related to this topic: Your CU*BASE Preferences (More videos below!) |
Helpful Resources
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Visit Show Me the Steps for helpful directions on activating ProDOC Auto-Launch
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Visit Show Me the Steps for helpful directions on activating Auto-Security
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Visit Show Me the Steps for helpful directions on setting Favorites as default toolset
Setting Up Preferences
When done making changes, use Enter to save the changes..
To organize your favorite tools, select the Organize Favorites (F15) button.
(Note: Data Center employee IDs will not be able to see credit union groups.)
Option |
Description |
Activate auto security when logging in |
If you like auto-security but keep forgetting to activate it each morning, this option is for you. Check this box and CU*BASE will automatically prompt you activate auto-security every time after you enter your employee ID and password on the Welcome screen.
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Launch ProDOC when logging in |
If you use ProDOC daily and don't want to log in manually every day, this option is for you! Check this box and you will automatically be logged into ProDOC when you log into CU*BASE.
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Tools to show when logging in |
Select one of the following to determine which tools show on the home page when logging in. Don't forget you can select to view other toolsets manually on the home page.
Selecting this option will show all tools on the home page that you currently have access to.
Selecting this option will show only tools that you or your credit union have designated as a favorite. Selecting this option will also display a Select option; use the select button to access the screen to choose which specific favorite toolset to show.
Selecting this option will show all tools that are available, both tools you have been assigned, and tools that are available to be assigned to you (unassigned tools will appear gray and cannot be selected until assigned in Employee Security). |
When displaying favorites |
Select which groups of favorites to show, only your configured favorite toolsets, only your credit unions shared favorites groups, or both. (Note: Data Center employee IDs will not be able to see credit union groups.) |
Sort by |
Sort favorites by the configured display sequence (the order in which you organized your favorite tools), the Tool #, or the tool title. |
Color theme |
Use the lookup to select a different theme to replace the Classic Blue with a different background and button coloring on all CU*BASE screens.
Current Color Theme Options:
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Screen size (where available) |
Use this option to select which default screen size appears when entering a screen that contains screen size options Standard, Large, or Extra Large.
You may also want to set up your monitor resolution to handle the larger screens.How do I change my screen resolution to take best advantage of the larger screen sizes available for CU*BASE GOLD? |
Show advanced search options (exact match and long description) |
Select this box to show the Exact match and Search long description selection boxes on the home page. |
Show alternate row shading on the home page tool list |
If you prefer alternate row shading in the tool list (every other tool is shaded in gray), select this option. Deselect this option to show an all-white background. |
Show tool group buttons (My Favorite, All My Tools, etc.) |
If you do not want to see the drop down that allows selection of different toolsets, deselect this button. Note that when the option is not visible, you lose the option to move between different toolsets from the home page. |
Show Work Follow-Ups button if I have outstanding follow-ups |
Select this option to show the button to Work Follow-Ups if any outstanding member follow-ups are assigned to you. |
Columns to show in the tools list |
Choose to show only the columns you want to see between the Shortcut, Info button, and Favorites button on the home page. |
Hide tool list until search is performed |
Select this option to not display a tool list until a search is initiated in the Search for field on the home page. Regardless of which toolset is selected, no tools will appear until the enter key is used to search. Note that this setting also applies to selecting a filter. This means that if you're electing to hide the tools list on your home page using this setting, selecting a filter category or type will not automatically display tools - you must still complete a search to display any tools in that filter group. |
Show Filter by... buttons |
Select this option to display the drop down list that allows you to filter tools by Category or Type. |
Show images on right sidebar |
This option is not currently available. |
Member Global Search Preferences tab |
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For global search, use my preferences in place of defaults |
Select this option to use the search criteria selected, and which membership types to search, in your personal profile instead of the defaults selected in the account search features workflow controls. |
Additional Video Resources
Check out these additional video resources! |
View more videos on CU*BASE GOLD basics.
Visit the CU*BASE video library to view more videos!