If your credit union name has changed, please send an email to policysupport@cusolutionsgroup.com to notify us of the change. Please also notify us if your email address has changed so we can ensure you receive information and updates related to CU PolicyPro.

1. We will update your credit union name for you on CU PolicyPro (or any Admin-level user at your credit union can do this on the Settings page of the Administration area. See the Quick Guide on Managing Settings for instructions).
    
2. If your email address has also changed, you will need to go into your account profile and update your own email address (in the Administration area, click the “My Account” link in the upper right corner of the screen). If you do not have access to the Administration area, any Admin-level user can update your email address for you (see the Quick Guide on Managing Users for instructions), or we will be happy to help. We won't update your account information unless specifically requested to do so.
    
3. Any previously published manuals will still have your old credit union name on them. The published manual is a point-in-time document, so there isn’t any way to update this. You will have to republish in order to see the new credit union name.
    
4. Review the Key Fields and update the [CUname] Key Field, if applicable.
    
5. If you have the credit union name as text in your customized policies (and not as a Key Field), you can use the search bar in the Administration area to see which CU policies include the credit union name. For any policy in which the old credit union name appears, you can use the find/replace function in the policy editing screen to update the credit union name. See the Quick Guide on Editing CU Policies: The Toolbar for instructions.