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Welcome to the December Tricks of the Trade webinar!

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Presentation on theme: "Welcome to the December Tricks of the Trade webinar!"— Presentation transcript:

1 Welcome to the December Tricks of the Trade webinar!

2 From brochures to booklets, From charts to checklists, From flyers to forms, There is a lot of documentation on our website about CU*BASE and the programs and features it offers. That’s why each month, we send you a Tricks of the Trade email and hold this companion webinar, to highlight key documents that will make your job easier! What is Tricks of the Trade?

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5 Check out all our Tricks of the Trade webinar presentations and newsletters: http://cuanswers.com/tricks_of_trade.php http://cuanswers.com/tricks_of_trade.php

6 Focus of This Month’s Webinar: Collections Documentation Today we’ll be looking at some collections documentation you won’t want to miss!

7 Insert an arrow next to your snowman. Ice Breaker Snowman with buttons Snowman on the beach Funny arm snowman Snowman with a stick Baby snowman Looking really cute snowman

8 Please follow along in this webinar while I show you how to find this brochure. Collections Documentation

9 Collections Documentation Plus

10 Collections Documentation

11 Fun Fact How many Tricks of the Trade newsletters have there been? What number is the collections documentation issue? Insert an arrow in the box with the correct answer. 18 7 25 Collections Documentation

12 25 Source: The Tricks of the Trade page: http://www.cuanswers.com/tricks_of_trade.php Fun Fact Answer Collections Documentation

13 Great job! You’ve won a trip to Florida and a week on the beach! Fun Fact Prize Collections Documentation

14 Collections Documentation Plus

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16 Collections Documentation

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24 What is the name of the Show Me the Steps topic that is linked to from this booklet? Insert an arrow in the bubble with the right answer. B Bankruptcy Tools A Handling Bankruptcy A to Z C Show Me the Steps Pop Quiz Collections Documentation

25 Pop Quiz Answer Answer A Handling Bankruptcy A to Z Collections Documentation

26 Bravo! The Writing Team says you are # 1! Pop Quiz Prize Collections Documentation

27 How do I get to CU*BASE Help?

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32 What is the quickest way to access CU*BASE online help for a single screen? (This used to be Learn about this Feature.) Click the question mark button Click the Information button Insert an arrow in the square with the right answer. Pop Quiz How do I get to CU*BASE Help?

33 The Information button Pop Quiz Answer How do I get to CU*BASE Help?

34 Pop Quiz Prize How do I get to CU*BASE Help? Excellent! You’ve won a spa set!

35 How do I get to Show Me the Steps?

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39 What is one way to access Show Me the Steps help from CU*BASE? Click the question mark button Click the Information button Insert an arrow in the square with the right answer. Pop Quiz How do I get to Show Me the Steps?

40 The Question Mark button Pop Quiz Answer How do I get to Show Me the Steps?

41 Pop Quiz Prize How do I get to Show Me the Steps? Excellent! You’ve won a box of yummy chocolates!

42 Handling Bankruptcy A to Z

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47 Other Collections Documentation

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52 December Documentation

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54 Takeaways On the whiteboard: Write down your most valuable takeaway from today’s webinar. Webinar Wrap-Up

55 Thank you for attending the December Tricks of the Trade webinar! For questions regarding today’s topics. Please refer to the documentation referenced in today’s webinar: O http://cuanswers.com/pdf/cb_ref/Documentation_Tricks_ of_the_Trade25.pdf http://cuanswers.com/pdf/cb_ref/Documentation_Tricks_ of_the_Trade25.pdf O http://www.cuanswers.com/pdf/cb_ref/bankruptcy_tools.pdf http://www.cuanswers.com/pdf/cb_ref/bankruptcy_tools.pdf O http://www.cuanswers.com/doc/stepbystep/stepbystep. htm#Handling_a_Bankruptcy_from_A_to_Z.htm http://www.cuanswers.com/doc/stepbystep/stepbystep. htm#Handling_a_Bankruptcy_from_A_to_Z.htm See you at next month’s Tricks of the Trade webinar!


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