Viewing the Credit Union Messages List
You can create credit union messages that will appear on the main Portico window for a specified period of time.
To view a list of credit union messages, under Administration on the Portico Explorer Bar, click Tools. On the Tools top menu bar, click Messages, then click Credit Union.
How do I? and Field Help
The Credit Union Messages - List window lists the available credit union messages, including the type of message, start date and end date. Click any of the column headings with an arrow to sort the grid in ascending or descending order by the column heading. The column heading with the bold arrow indicates the column the grid is currently sorted by.
Column Heading | Description |
---|---|
Subject |
The short description of the credit union message. Length: 40 alphanumeric |
Type |
The type of message: Informational or Urgent. |
Start Date |
The beginning date the credit union message will appear. For new credit union messages, the system default is today's date. Messages can be effective dated into the future for events beginning on a certain date. |
End Date |
The date the credit union message will no longer appear. After the end date is reached, the message will no longer appear when the user logs into Portico. |
To create a new message, click New to open the Credit Union Messages - New window.
To modify an existing message, click the message description in the Subject column to open the Credit Union Messages - Update window.
To delete a message, select the message, then click Delete.
Click All to select all the messages listed.