Perfect Teller: Password Questions
I keep getting the message "Member Password not valid for specified Member Number". Make sure the Perfect Teller program lists your credit union name on the title bar and where is says "My Credit Union:". If it does not list your credit union, click the arrow on the right end of the "My Credit Union" field and select your credit union from the list. (This would only apply if you are a member of more than one credit union or if you previously downloaded the "Perfect FCU" demo program). If your Credit Union is not listed, you will need to go back to your credit union's download page and re-download and install the program. Make sure you include your credit union's five digit number as part of the link. (Contact your credit union if you don't know that number). Make sure your Account Number is the one assigned by your credit union. The account number at the bottom of your checks will have at least one extra digit which should NOT be used with Perfect Teller. Your password is case sensitive which means any letters typed in upper case (Capitals) will be different than letters typed in lower case. AB53222, aB53222, Ab53222 and ab53222 are four totally different passwords as far as Perfect Teller is concerned. If your SYBIL password was assigned for use by Perfect Teller, the original password that was set up for Sybil may have been a WORD as opposed to the numbers that you type on your phone keypad when you call in. Try to remember what the original word was (looking at the numbers you type on the phone for Sybil should help) and use THAT instead of the numbers. Try the word in all upper case or all lower case. Also, since the Perfect Teller password is stored separately from your Sybil password, changing your Sybil password will NEVER effect your Perfect Teller password. If you had your password SAVED and you changed it, the program still has your OLD password saved. To change the SAVED password, simply type in the NEW password when you Sign On. If you still get the "password not valid" message, please contact your credit union. I'm trying to change my password and it keeps telling me the original password it incorrect. This is a known bug in version 117 of the Perfect Teller program. The program compares the original password to the one that was saved when you signed on to your account. If you didn't save the password (by putting a check mark in the save password box), it has nothing to compare it to and therefore keeps telling you it is incorrect. To change your password, put a check mark in the save password box and then sign on to your account. Once you have changed your password, you can sign off, remove the check mark, and sign back on with the new password not saved. This problem will be fixed in version 118 of the Perfect Teller program. I've forgotten the password that was assigned to my account. How do I get it? It is not possible for anyone at the Credit Union to determine what your current password is. If you've forgotten what it is, the only choice is to have a new password assigned to your account. Depending on what your credit union's password policy is, you may have to go there in person to get the new password. Some credit unions will assign a new password and mail it to the address on your account, but for security reasons, NO credit union will tell you what the new one is over the phone. Please call the Credit Union to make arrangements for getting your new password. The Perfect Teller program automatically fills in the password for my account number. How do I make it forget the password and ask me for it each time? Enter your account number and password (or let it fill it in for you) THEN remove the check mark from the SAVE PASSWORD check box. Click the [SignOn] button. As soon as it successfully signs on, it will remember whether you told it to save the password or not. After you have done this, the program will ALWAYS ask you for your password. The trick here is you MUST successfully sign on to your account to SAVE the status of the check boxes. How do I remove a saved account number? Select the account number that you wish to delete and press TAB to go to the password input point. Right click on the account number and a menu will pop up with an option to delete this account number. This will ONLY delete the saved account/password information in the Perfect Teller program. It will NOT effect your account or password at the Credit Union. What does the [Lock Program] button do? It is advisable for you to use long, unguessable passwords to protect your account in the unlikely event that someone from the Internet tries to access it. Since most people don't want to enter a long password each time they sign on, we provided a method of saving that password with the account number so you don't have to enter it each time. This is all fine as long as you don't have anyone in your household (or office) that might try to access your account without your authorization. To protect yourself from the later situation, we provided a method to lock the program by entering a "simple" password that prevents unauthorized people from getting into the program on your own PC and accessing your account information. When you Lock the program, use a password that would be easy for you to remember and enter, but that someone else in the house could not guess. One thing to note here, if you have children and they decide to "lock" the program, it is not possible to access your saved accounts without knowing that password. So, you MIGHT want to put one on the program before THEY do. The program says "**** Program is currently Locked ****", but I've forgotten the password. What do I do? If you are authorized to access the program, Email the following information to Support@branchsoft.com Your Credit Union Name Your Account Number at the Credit Union Your Full Name Your Email Address Your Phone Number Best time to reach you at that phone number Who set up the [Lock Program] password Someone will contact you about deleting the [Lock Program] password. The process of deleting the [Lock Program] password (without knowing it) will cause all saved accounts to be deleted (in the program only, not at the Credit Union). Once everything is deleted, you will be able to access the program and re-enter your saved accounts. Download the Perfect-Teller Program: www.perfect-teller.com/21365
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