Sales Comms
How do you know if a member uses DI or Q2 for OLB?
Badge in Salesforce
August 3rd
What is happening August 3rd?
Unify members conversion to CACU systems
Where in Salesforce does it show if members are enrolled in OLB or, direct dep, and e-statements?
View/Edit -> additional info tab
You can search by what 5 ways in Q2 support/Co-Pilot?
username
social
CIF (member number)
last name
first and/or last name
$0
$275 next business day
$6450 second business day
any amount over $6725 will be available by the 7th business day
What was the new challenge question that was added?
What is your password?
What does the Q2 OLB app look like?
Square, black backround
How much will the overdraft transfer be once Unify moved over to CACU?
FREE.99
Where can you view dispute details from Q2 and Fiserv?
Salesforce! A new tab was added to Recent Activity in SF. Dispute records are not included in the All tab.
View includes: trans amount, description, posting date, status, completion status.
Temporary password is valid for how many days?
7 days (168 hours)
When will OLB/mobile app be DOWN for everyone?
August 1-2 Saturday & Sunday
NO - Not all CAAW employers qualify as a SEG for membership. There are currently over 1,000 SEGs in our field of membership and additional SEGs may be added over time.
What level(s) do you disable when blocking someones OLB?
user level & login level
Should Unify members activate their card when they receive it in the mail or do they need to wait until August 3rd when the conversion is final?
Activate right away!
This lets us know you received your new card and you are able to start using it on Aug 3rd, without delay.