Related Topics: Profile

Setting Up Your Application Profile

• Application Profile - Authentication
• Application Profile - General
• Application Profile - Updates
• Application Profile - Apps - Devices - Cash Dispenser
• Application Profile - Apps - Devices - Image Capture
• Application Profile - Apps - Devices - Signature Pad
• Application Profile - Apps - Devices - Readers/Scanners
• Application Profile - Apps - Devices – Cash Devices
• Application Profile - Apps - Collection Letters
• Application Profile - Apps - Bill Mix
• Application Profile - App - Miscellaneous Tab
• Application Profile - Data Cache
• Application Profile - Logging
• Application Profile - Proxies
• Application Profile - Web Services - Portico
• Application Profile - Web Services - Access Advantage
• Application Profile - Web Services - Loancierge
• Application Profile - Remoting
• Application Profile - Event Scheduler
• Application Profile - Security
• Application Profile - Test

Setting Up Your Credit Union Profile

• Credit Union
• Member
• Shares
• Loans
• Products & Services
• ACH/Payroll
• Self Service
• Teller
• History/Reversals
• Accounting
• Print
• Signatures
• Web Signatures
• Security
• Purge

Defining Share Types

Defining Loan Types

Defining Certificate Types

Viewing the E-Mail Address List

Viewing the Branch Profile List

• Defining the Branch Check Hold Type

Setting Up Departments

• Adding a Department
  • Setting Up Department Escalations
• Deleting a Department

Setting Up the Processing Schedule

Reviewing Flexible Fees

Defining Fee Codes and Descriptions

Customizing System-Defined Fee Messages

Profile Refresh

Setting Up Your User Profile