New to Client Workstation Internet (CWSi)? Need a refresher? This hands-on training is for you!

January 17, 2018

If you’re new to Client Workstation Internet (CWSi) or would like a refresher on everything that CWSi can do, this hands-on training session presented by Synergent on Tuesday, January 23, from 9:00 A.M. to 3:00 P.M., at the Credit Union Service Center in Westbrook is for you. CWSi processes that will be covered include:

  • Card Management – Data Entry – Managing your card program(s)
  • Transaction Journal (TJ) – Troubleshooting – How to effectively research member card issues
  • ClientView Internet (CVi) – Reports – Viewing, Searching, Downloading and Storing
  • Terminals – Demographics and Balancing
  • Tranblocker – Cardbase Rules, Cardholder Exceptions
  • CaseTracker – Viewing and Working Enfact Cases
  • CardTracker – Visa/Mastercard Compromised Cards – Viewing your potentially compromised cards
  • Single Point Corrections (SPC) – How to key and track adjustments and chargebacks.


Attendees are asked to bring their assigned token to this session, as they will be logging on to their own credit union’s cardbase.

Register early as space is limited. The cost is $250 per registered attendee and includes lunch. This session is reserved for credit unions that use Synergent Card Services. Contact Amber Reed with questions.