Profile Refresh
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The Profile Refresh window lets you refresh the Credit Union Profile, product code information, cash locations, and form locations. To open the Profile Refresh window, under Administration on the Portico Explorer Bar, click Profiles. On the Profiles top menu bar, click System, then click Profile Refresh.
How do I? and Field Help
Select the desired categories to refresh.
- Select the CU Branch Options and Teller Information check box to refresh the branch options and teller information.
- Select the CU Host Options check box to refresh the credit union options on the Portico Host.
- Select the Product Code Information check box to refresh the Teller Administration product codes.
- Select the Cash/Form Location Information check box to refresh the cash and form locations.
- Select the Forms Information check box to refresh the Forms Management form information.