Name and Address Maintenance

Screen ID: 

Screen Title: 

Panel Number:

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UNMADR-02

Address, DBA, & Other Maintenance

2565


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This screen appears when you click "Miscellaneous Info" on the first name address screen.

Helpful Resources

Visit Show Me the Steps for easy instructions on how to use CU*BASE to complete tasks related to changing a member’s personal information.

Visit Show Me the Steps for easy instructions on how to use CU*BASE to remove a member from third-party mailings and complete other tasks related to member communication.

Refer to the booklet Communication with Members.

Screen Overview

This screen is used to view and update information about the member's name and address. There are a few differences between maintaining an individual account and maintaining an organization account. When done making changes, use Enter to save and return to the Account Type screen.

Field Descriptions

Field Name

Description

Contact Information

Email address

Enter the member's email address, if any. Up to 100 characters can be entered. (NOTE: This field can only be used for email addresses; do not use it for miscellaneous notes or other data such as a cell phone number. See Other phone above.)

Learn more about email address verifications

  • CU*TIP: Click the email images\envelopeicong_shg.gif button to start a new email message to this address using whatever email program is on this workstation (you must have email software already loaded).

  • NOTE: Members are notified of a change to their email address through a secure online banking message in It’s Me 247. They also recieve an email notification to both the new and old email address, unless the old address was marked as a wrong address.

SEE ALSO: Communication with Members.

 

Email address is wrong

This checkbox will be checked if the member's email address has been flagged as an incorrect email address. Enter a new email address and press Enter to remove the check or if the address is correct, and was incorrectly flagged, uncheck the checkbox and press Enter. If this checkbox is checked, the email address field above will be blue.

  • Incorrect email addresses can affect member communications including them receiving eStatements, e-Notices and messages through Member Reach.

  • When this checkbox is checked, an Audit Tracker record will automatically be created to record the change.

Contact Numbers

Use these fields to enter the member's telephone contact information, any related extension, and the phone label as configured in Tool #1330 Phone Label Configuration.

 

International: Check this box to indicate an international number, and enter the number in the comment field above.

Text Messages: Check this box to indicate this number can receive text messages, but note that this number does not enroll the member in text banking, nor does this number transfer to the member's text banking settings.  

Wrong #: Check this box to indicate an incorrect number for a member.

Mobile: Check this box to indicate that the listed number is a mobile/cell number.

 

The two contact numbers listed on the initial member information screen will be the numbers listed as the 1 and 2 priority in Phone Operator and Inquiry. To add additional contact numbers, select More Contact #s (F18) to access a screen in which to do so. If more numbers exist, you can also select the associated GO! button under the contact number information.

 

To delete a contact number, delete the number, extension, and label to remove the record completely (note that you may have to refresh the screen to see the update).

 

SEE ALSO: Understanding the Phone Number Database

Personal Information

License #/
State

Use these fields to record the member's current Driver’s License number and the state in which license is registered.

Mother's maiden name

Use this field to record the member's mother's maiden name. This is often used to verify identity, and is also used as a security feature by some ATM/Debit card processors.

Code word

Use this to enter any miscellaneous code word or password the member wishes to record.

  • NOTE: This field is intended for future security-related features but does not currently appear on teller or inquiry screens.

Marital status

Choose one of the options to indicate the member's current marital status: Married, Separated, or Unmarried. Leave the field blank if unknown.

Birth date

Enter the member's birthdate (mmddyyyy).

3rd-party opt out

Check this box to mark this member for exclusion from marketing and solicitation third party emails and marketing communications. Members can also select to opt out through Online Banking. Exclusion for this field is included in several locations including the Member Connect Marketing screen, List Generator, and Sales Tracker-Generate Leads from File.

CU contact opt out

Check this box to mark this member for exclusion from credit union generated emails and marketing communications that might be educational in nature, such as information about a better certificate rate or loan rate offering. Members can also select to opt out through Online Banking. Exclusion for this field is included in several locations including the Member Connect Marketing screen, List Generator, and Sales Tracker-Generate Leads from File.

Preferred contact method

Use the images\magnifyingglasslookup_shg.gif to select the member’s preferred method of contact. Use “Other Phone” to designate a cell phone as the preferred method of contact.

How does the "Preferred contact method" feature relate to the new phone number database introduced in the 18.07 release?

Buttons

Button

Description

More Contact #s (F18)

Use this to view or edit any additional contact numbers for the member.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UNMADR-02.htm