What’s new in Version 5.0

There are lots of improvements in the new version you’ll find when you login on Monday. Here’s a summary of the main changes: Single page form view from Dashboard – when you click on a form link from the Dashboard,

Minor change – dashboard sorting

We made a change to the order in which forms appear on the dashboard last week, so that they now appear in the order they were submitted, rather than in the time since the last status change (Age). It seems

User management

As cuForms operate in a Cloud environment the potential for ex staff to access the system exists. Even though we introduced the one off security code for personal computers we should ensure staff are removed from the system as they

What’s new in Version 4.0 (July 2016)

We’re making some big changes to cuForms starting with this month’s release (Version 4.0) – including a new dashboard to let you see at a glance what’s going on with all your new and in-progress applications, time tracking, workflow task

What’s new in June 2016

As usual, you can find a summary of this month’s new features here in the manual. One particularly neat little item is our new repayment calculation button. You can add this button to your loan application forms to allow your

FSCS requirements for online forms

There is a requirement for regulated firms taking deposits to ensure online application forms provide information on the Financial Services Compensation Scheme before accepting deposits. A simple statement and checkbox on membership application forms can hyperlink to the information sheets

What’s new in May 2016

One of the things that makes cloud-based systems like cuForms different to old-style IT systems is that new features are being added all the time, rather than once a year or so. At cuForms, we release new features every month

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Process automation

… is the key to credit union success… not trying to compete with high-street banks At cuForms, we don’t think UK credit unions need to compete with high-street banks to become sustainable… we think the biggest barrier to balancing our

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