Key Organizational Contacts in Premier View
The Key Organizational Contacts enhancement to Premier View provides increased functionality, giving your credit union more control over the member communication process and making Premier View more than just your online account management tool.
Your credit union’s Premier View Administrators and/or Contact Administrators will now have access to:
- Add and Remove Key Organizational Contacts to the Organization Key Contact Listing.
- Edit a Key Contact’s Name, Title, Email, Phone Number(s), and Responsibility(s)
- Review Key Contacts in Premier View
Resources
- Authorization Form (for Corporate Administered credit unions only)
- Communication (Corporate Administered credit unions)
- Communication (Self Administered credit unions)
- Frequently Asked Questions
- Key Organizational Contacts Template
- Key Organizational Contacts Tutorial (8 minutes)
- Quick Reference Guide