Reviewing Contact Information
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The Contact sub-tab on the Collection Detail tab lets you view and update the member's contact and employer information. Any changes made on the Contact tab will automatically update the Member Information - Contact Information tab under Member Services. To display the Collection Detail - Contact sub-tab, click Debt Management within the Collections menu on the Portico Explorer Bar. On the Tickler File tab, double-click the member number or click the icon button in the Details column to display the Collection Detail tab for the account. Then, click the Contact sub-tab.
How do I? and Field Help
Member information icons can appear to indicate special account restrictions:
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New Member- Appears if the date in the Date Joined field on the Contact Information tab is within the period defined in the New Member Period field on the Credit Union Profile – Member tab. |
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Credit Union Employee - Appears if the Account Restriction field is CU Employee - Restricted on the Contact Information tab. |
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Special Account – Restricted - Appears if the Account Restriction field is Special Account - Restricted on the Contact Information tab |
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Report Only – No Restrictions - Appears if the Account Restriction field is Report Only - No Restrictions on the Contact Information tab. |
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Non-Employee – Extended Restriction - Appears if the Account Restriction field is Non Employee - Extended Restriction on the Contact Information tab. |
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Dormant Account - Appears if the Dormant check box selected on the Contact information tab. |
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Deceased Member - Appears if the Deceased check box selected on the Contact information tab. |
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Member birthday is within a few days of the current date - Appears if the current date is 8 days before or after the month and day in the Birth Date field on the Contact Information tab. |
If the member has an existing note, the Notepad icon button will feature an exclamation point. Click the icon button to display the Notes, Warnings and Alerts dialog box. If a note does not exist, the blank Notepad icon button appears. Click the icon button to add a new note.
Click the member information icon to display the member's Contact Information dialog box. You can make changes to the member's information on this dialog box or on the Collection Detail - Contact tab. If you make updates on the Contact Information dialog box, you must refresh the Collection Detail tab to display the updated information. The icon button will only appear if you are assigned to a security group with the Portico – Explorer Member Information Menu Option permission.
Complete the following fields as needed to update the member's contact information.
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Select the Use Primary check box to use the primary address for member notices and statements. An active address icon will appear on the tab. Keyword: A1 or AD Select the Use Alternate check box to use the alternate address for member notices and statements. Portico will also print the member's alternate address on receipts and envelopes when the Use Alternate check box is selected. An active address icon will appear on the tab. |
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Line 1 of the member's primary address. This field cannot contain all blanks. Length: 24 alphanumeric Keyword: A1 |
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Line 2 of the member's primary address. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Length: 24 alphanumeric Keyword: A2 |
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The city where the individual resides. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Length: 18 alphanumeric Keyword: AC |
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Click the down arrow to select the correct state abbreviation from the drop-down list. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Keyword: AS |
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The postal ZIP Code for the address listed. For domestic addresses, the ZIP code must be either 5 or 9 digits. For foreign addresses, the ZIP code can be up to 10 characters. If the Address is Foreign check box is not selected:
If the Address is Foreign check box is selected:
Length: 9 numeric (10 alphanumeric if the Address is Foreign check box is selected.) Keyword: ZP Reporting Analytics for Primary Member Address: MBR Zip Code Dash (Located in Member Information/Member Base subject and Month-end Information/Member Month-end/ME Member Base subject) |
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Select this check box if the address is foreign. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Keyword: FF |
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Line 1 of the member's alternate address. Length: 24 alphanumeric Keyword: A1 |
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Line 2 of the member's alternate address. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Length: 24 alphanumeric Keyword: A2 |
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The city where the individual resides. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Length: 18 alphanumeric Keyword: AC |
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Click the down arrow to select the correct state abbreviation from the drop-down list. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Keyword: AS |
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The postal ZIP Code for the address listed. For domestic addresses, the ZIP code must be either 5 or 9 digits. For foreign addresses, the ZIP code can be up to 10 characters. If the Address is Foreign check box is not selected:
If the Address is Foreign check box is selected:
Length: 9 numeric (10 alphanumeric if the Address is Foreign check box is selected.) Keyword: ZP |
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Select this check box if the alternate address is foreign. If the Address is Foreign check box is selected, the Country drop-down list and State/Province field will appear. Enter the foreign city's name in the Address 2 field and the foreign country's name in the City field. For countries other than Canada or Mexico, enter the two character country code in the State field for mailing label purposes. Then, choose the country from the Country drop-down list and enter the appropriate 2-character state or province code or select the state or province from the State/Province drop-down list to provide this information for the Self Service Interface. For Canadian addresses, enter Canada in the City field and enter the two character province code in the State field for mailing label purposes. Then, choose Canada from the Country drop-down list and select the appropriate Canadian province from the State/Province drop-down list to provide this information for the Self Service Interface. For Mexican addresses, enter Mexico in the City field and enter the two character state code in the State field for mailing label purposes. Then, choose Mexico from the Country drop-down list and select the appropriate Mexican state from the State/Province drop-down list to provide this information for the Self Service Interface. If your credit union has foreign address support with Corillian Online Banking, member updates to foreign addresses via online banking will display a three-character abbreviation in the City field. For example, if a member updates their Canadian address using online banking, CAN will appear in the City field and Canada will appear in the Country field. When 3rd party vendors update Portico with foreign address changes, the foreign city's name will appear in the Address 2 field (e.g. Guadalajara), the foreign country code will appear in the State field (e.g. MX), and the Country field and State/Province field will be cleared. The Country and State/Province fields allow you to capture the foreign address information to be used by the Self Service Interfaces (SSI) for online banking online enrollment, online banking verification, and online banking demographic updates. The Country and State/Province fields do not impact address formats for labels, statements, or notices. Fiserv recommends reviewing the Self Service Member Request Report 941 to identify members that updated a foreign address. Then, use the member's non-financial history to verify that the address information was entered correctly. Keyword: FF |
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The member's e-mail addresses. The member can have up to three e-mail addresses listed. If your credit union generates electronic receipts, Default check boxes appear. Select the Default check box to indicate the default email address that should be used for electronic receipts. If all three Default check boxes are selected as default email addresses, all three email addresses will be used to send the email receipt. At least one Default check box must be selected to send an email receipt. You can make this a required field in New Members & Services using the Customized Fields window. If the email address is required in New Members and Services, the Member has no email address check box appears on the Eligibility Verification - Member Verification tab and Member Information - Contact tab. Select the check box to leave the E-Mail address fields blank. If you select the Member has no email address check box, Portico disables the E-Mail address fields and Default check boxes in New Members and Services. Length: 50 characters Keyword: EA, E1, and E2 |
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Click the Send to E-mail icon button to send an e-mail to the member e-mail address specified. |
If co-borrowers or references exist for the loan, the Borrowers/References icon button will appear. Click the icon button to open the Loan Borrowers/References dialog box and view the co-borrowers and references on the loan. The employer information for the primary borrower and co-borrower will also appear.
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The name of the primary borrower's employer. This field can be customized using the Customized Fields window. Length: 23 alphanumeric Keyword: EP |
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The telephone number including area code for the primary's borrower's employer. Length: 10 numeric Keyword: BP |
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The telephone number extension for the primary borrower's employer. Length: 4 numeric Keyword: BX |
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The name of the co-borrower's employer. Length: 23 alphanumeric |
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The telephone number including area code for the co-borrower's employer. Length: 10 numeric |
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The telephone number extension for the co-borrower's employer. Length: 4 numeric |
In the Member Information group box, you can update the member's birth date.
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The Social Security number of the borrower. Portico partially masks taxpayer ID numbers. Length: 9 numeric |
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Click the down arrow to select the member's birthdate from the pop-up calendar or enter the date in MM/DD/YYYY format. You can make this field required in New Members & Services using the Customized Fields window. Portico masks birthdates. You can click inside the field to show the birthdate. When you tab out of the field, the birthdate is masked. The birthdate will remain unmasked as long as the field has focus. Portico logs each time a user clicks inside a field to view a birthdate in the View Sensitive Data Audit report. Keyword: DB |
Use the following fields to update the telephone information.
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The complete home phone number including area code for the member. You can make this field required in New Members & Services using the Customized Fields window. Length: 10 numeric Keyword: PH |
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The complete home fax number including area code for the member. This field can be customized using the Customized Fields window. Length: 10 numeric Keyword: HF |
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The complete cell phone number including area code for the member. You can make this field required in New Members & Services using the Customized Fields window. Length: 10 numeric Keyword: CP |
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The complete work phone number including area code for the member. You can make this field required in New Members & Services using the Customized Fields window. Length: 10 numeric Keyword: BP |
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The work phone number extension for the member. Length: 5 numeric Keyword: BX |
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The complete work fax number including area code for the member. This field can be customized using the Customized Fields window. Length: 10 numeric Keyword: BF |
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The complete alternate phone number including area code for the member. You can customize this field and make it a required field in New Members & Services using the Customized Fields window. Length: 10 numeric Keyword: P1 |
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The complete alternate phone number including area code for the member. You can customize this field and make it a required field in New Members & Services using the Customized Fields window. Length: 10 numeric Keyword: P2 |
You can also update the ATM/Debit Card Options dialog box when a phone number or email address is updated on the Contact Information tab or Collection Detail - Contact sub-tab. When you update a phone number or email address on the Contact Information tab or Collection Detail - Contact sub-tab, then click Save, the ATM/Debit Card Options Update dialog box appears. The ATM/Debit Card Options Update dialog box lets you choose to update the information for a specific ATM or Debit card or all the cards associated to the member's account.
Click Save to save changes to the borrower and co-borrower's employment information.
Click Next to go to the next account listed on the Ticker File tab.
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