Viewing the E-Mail Address List
The E-Mail Addresses window lists the email addresses of individuals and departments at the credit union. To open the E-Mail Addresses window, under Administration on the Portico Explorer Bar, click Profiles. On the Profiles top menu bar, click System, then click E-Mail Addresses.
How do I?
You can display the list of email addresses starting with a specific department, location, or individual. Click the Department down arrow to select the credit union department. The valid department codes are:
- AC - Accounting
- AD - Administrative
- AP - Accounts Payable
- AR - Accounts Receivable
- AT - ACH/ATMs
- CD - Certificates/IRAs
- CU - Credit Union E-Mail Address
- IT - Technology Group
- LC - Loan Collections
- LN - Loans
- MS - Member Services
- M1 - Miscellaneous - 1
- M2 - Miscellaneous - 2
- M3 - Miscellaneous - 3
- PR - Payroll
- SH - Shares
- TL - Tellers
In the Location field, enter the 4 character location of the department or individual.
In the Dest/Indv field, enter the 2 character individual or destination of the email address.
Click Search to display the email addresses using the specified search criteria. Click Reset to clear the fields in the Start Display With group box.
To add an email address to the grid, click Add. A blank row will appear on the grid. Enter the department, location, individual or destination code, contact name, telephone number, extension, and email address. Click Save to save the list of email addresses.
To delete an email address, select the Del check box and click Save. When the delete confirmation message appears, click OK.
Field Help
Click the left and right arrow to scroll through the list.
Column Heading | Description |
---|---|
Del | To delete an email address, select the Del check box and click Save. When the delete confirmation message appears, click OK. |
Department |
Click the down arrow to select the credit union department. The valid department codes are: AC - Accounting AD - Administrative AP - Accounts Payable AR - Accounts Receivable AT - ACH/ATMs CD - Certificates/IRAs CU - Credit Union E-Mail Address IT - Technology Group LC - Loan Collections LN - Loans MS - Member Services M1 - Miscellaneous - 1 M2 - Miscellaneous - 2 M3 - Miscellaneous - 3 PR - Payroll SH - Shares TL - Tellers Keyword: ID |
Loc |
The location of the department or individual. Length: 4 alphanumeric Keyword: LC |
Dest/Indv |
The individual or destination of the email address. Length: 2 alphanumeric Keyword: DS |
Contact |
The destination description or individual's name associated with the email address. Length: 30 alphanumeric |
Telephone |
The telephone number associated with destination or individual. Length: 10 numeric |
Ext |
The telephone extension number of the destination or individual. Length: 5 numeric Keyword: EX |
E-Mail Address |
The email address associated with destination or individual. Keyword: EA Length: 50 alphanumeric |
General Ledger Effects : none | Related Reports: none
Portico Host: 90M