Searching for a Member Using an Old Member Number
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You can look up a member using their old member number using the Old Member Number Search dialog box. To display the Old Member Number Search dialog box, click the Old Member Number Search command on the Activity menu.
How do I? and Field Help
Enter the old member number and click Search to display the new member number. When the new member number assigned to the member appears, click the green arrow to display the Contact Information tab for the member.
Portico maintains a cross reference lookup table of old member numbers to new member numbers for 200 days. To locate changes that occurred prior to that period, see the Non-Financial Transaction Register Report 030.
The Changed field indicates the date that the member number was changed. The ACH Transactions field indicates the option selected for ACH Transactions when changing the member number on the Member Number Change dialog box.