Club Account Transfer Indicator Configuration

Screen ID: 

Screen Title: 

Panel Number:

images\kb_closed_shg.gif

UTRIND-02

Transfer Indicator Definition

2965

images\2965g_shg.gif
Click here to magnify

Access this screen by selecting a transfer indicator on the previous screen and Select.

Check out the video related to this topic: Adding a Club Transfer Indicator (More videos below!)

Helpful Resources

Learn how to add a club transfer indicator.

For complete information on Club Account Processing, refer to the booklet CU*BASE Club Account Processing.

Screen Overview

This screen defines where club account funds will be transferred for members with this indicator code. 

The Primary Account will be used unless the member does not have an account with that suffix.  In that case, the Secondary Account will be used instead.  To prevent errors from closed accounts, it is generally recommended that your base share account (-000) be used as the secondary account in most cases.

Additional Video Resources

View more marketing/sales videos.

Visit the Show Me the Steps video library to view more videos! 

 

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