CU Customization - Revision history

>Manager: /* Member Attributes Sheet */

2012-09-14T22:40:06Z

‎Member Attributes Sheet

>Manager: /* Member Attributes Sheet */

2012-09-14T22:37:27Z

‎Member Attributes Sheet

>Manager: /* Member Attributes Sheet */

2012-09-14T22:37:13Z

‎Member Attributes Sheet

>Manager: /* Member Attributes Sheet */

2012-09-14T22:36:22Z

‎Member Attributes Sheet

>Manager at 22:35, 14 September 2012

2012-09-14T22:35:33Z

>Manager at 20:52, 14 September 2012

2012-09-14T20:52:15Z

>Manager at 20:48, 14 September 2012

2012-09-14T20:48:03Z

>Manager at 20:47, 14 September 2012

2012-09-14T20:47:15Z

Show changes

>Manager: /* Custom Ranges Sheet */

2012-09-14T20:40:55Z

‎Custom Ranges Sheet

>Manager at 20:40, 14 September 2012

2012-09-14T20:40:10Z

@@ Line 344: / Line 344: @@
 '''Product #'''
-The product number is the number that corresponds to where the product will be displayed in the Member Product Counts area of the Mbr Attributes tab.  The Member Product Counts area contains two columns with 10 Products in each one.
+The product number is the number that corresponds to where the product will be displayed in the Member Product Counts area of the Mbr Attributes tab.  The Member Product Counts area contains two columns with 10 Products in each one. A product # should only be given to an Attribute that is countable : Debit Card or Vehicle Loan.
      Valid range is 1-10

← Older revision		Revision as of 22:37, 14 September 2012
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	Any additional comments you would like to give Vital Soft for implementation of the attribute.		Any additional comments you would like to give Vital Soft for implementation of the attribute.
		+

	'''Recommended Attributes'''		'''Recommended Attributes'''

@@ Line 365: / Line 365: @@
 '''Recommended Attributes'''
-Attribute #  Product #   Description       Criteria                                                                 Comments
+    Attribute #  Product #   Description       Criteria                                                                 Comments
                     Single Service    SHLNTOTS.MBR-ACTIVE-SH-CNT = 1 AND SHLNTOTS.MBR-ACTIVE-LN-CNT=0
                     Suffix 0 Funded   SHARE-FILE.SUFFIX = 0 AND SHARE-FILE.BALANCE >=$5.00
                     Employee          MEMBER-FILE.CONTROL-FLAGS(73)=1                                          Criteria showing that a member is also an employee.
                     Charged Off       MEMBER-FILE.CONTROL-FLAGS(34)=1 OR MEMBER-FILE.CONTROL-FLAGS(31)=1
                     OK to Mail        MEMBER-FILE.CONTROL-FLAGS(21) <> 1 AND
-                                           MEMBER-FILE.CONTROL-FLAGS(24) <> 1 AND
+                                               MEMBER-FILE.CONTROL-FLAGS(24) <> 1 AND
-                                           MEMBER-FILE.CONTROL-FLAGS(29) <> 1                                       This attribute indicates that it is ok to mail these individuals.
+                                               MEMBER-FILE.CONTROL-FLAGS(29) <> 1                                       This attribute indicates that it is ok to mail these individuals.

@@ Line 366: / Line 366: @@
 Attribute #  Product #   Description       Criteria                                                                 Comments
-                    Single Service	   SHLNTOTS.MBR-ACTIVE-SH-CNT = 1 AND SHLNTOTS.MBR-ACTIVE-LN-CNT=0
+                    Single Service    SHLNTOTS.MBR-ACTIVE-SH-CNT = 1 AND SHLNTOTS.MBR-ACTIVE-LN-CNT=0
                     Suffix 0 Funded   SHARE-FILE.SUFFIX = 0 AND SHARE-FILE.BALANCE >=$5.00
                     Employee          MEMBER-FILE.CONTROL-FLAGS(73)=1                                          Criteria showing that a member is also an employee.

@@ Line 1: / Line 1: @@
 ==Summary==
 The CU Customization spreadsheet contains several sheets: Overview, Extraction Macros, Custom Ranges and Member Attributes.
 The '''Overview''' sheet explains the rest of the CU Customization document and has several fields of input, specifically the Credit Union Name will be what is entered into Vital Signs.
@@ Line 335: / Line 337: @@
 '''Attribute #'''
 The attribute number is the number that corresponds to where the attribute will be displayed on the Vital Signs Mbr Attribute tab.  There are 2 columns of 15 attributes each.
@@ Line 341: / Line 345: @@
 The product number is the number that corresponds to where the product will be displayed in the Member Product Counts area of the Mbr Attributes tab.  The Member Product Counts area contains two columns with 10 Products in each one.

@@ Line 324: / Line 324: @@
    6 Mths - 1 Year
    Over 1 Year
 ==Member Attributes Sheet==

@@ Line 230: / Line 230: @@
      Example:
-     Min Value	Description
+     Min Value   Description
              -   Negative
          $0.00   Zero

← Older revision		Revision as of 20:40, 14 September 2012
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	The '''Member Attributes''' sheet contains the 30 possible Custom Attributes that are defined by the Credit Union.		The '''Member Attributes''' sheet contains the 30 possible Custom Attributes that are defined by the Credit Union.
		+

	==Overview Sheet==		==Overview Sheet==