Adding a Non-Member Event

The Non-Member Event window lets you create an event for a non-member.

You can open any of the Non-Member Event windows...

• From the Actions menu on the Contact Manager top menu bar, select Non-Member Event from the Actions menu to reveal the non-member events available.
• From the Activity menu, point to Add New Contact/Event, point to Non-Member Event, and then select a non-member event.
• Select the Contact Manager icon on the tool bar, point to Non-Member Event, and then select a non-member event.

How do I? and Field Help

The icon buttons in the top-right corner let you add an event task to your Microsoft Outlook calendar, view available documents for the event, display a print preview of the event, and print an envelope. A Past Due indicator appears if the follow-up date has passed.

Asterisks indicate the required fields. Your Administrator determines which fields you must complete on the Event - Update window.

To add a non-member event, enter the non-member's name, phone number, e-mail address, and taxpayer ID number in the Contact Information group box.

Field	Description
Name	The name of the non-member. Length: 25 alphanumeric
E-Mail	The non-member's email address. Length: 50 alphanumeric
Home Phone	The complete home phone number including area code for the non-member. Length: 10 numeric
Work Phone	The complete work phone number including area code for the non-member. Length: 10 numeric
TIN	The non-member's taxpayer ID number (). This can be the non-member's Social Security Number (SSN), Employer Identification Number (EIN), or Individual Taxpayer Identification Number (ITIN). The Internal Revenue Service (IRS) uses the ITIN for Federal tax reporting only. It is a nine-digit number that always begins with the number 9 and has a range of 70-88, 90-92 and 94-99 in the fourth and fifth digit. The IRS issues ITINs to individuals who must have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain a Social Security Number (SSN) from the Social Security Administration (SSA). After you tab off the field, Portico will mask the taxpayer ID number using asterisks followed by the last 4 digits of the number. If your administrator assigns you to the Portico – User Can View/Maintain TIN security group or a credit union-defined security group with the Portico – User Can View TIN permission or the Portico – User Can Maintain TIN permission, an eye indicator appears within the field to indicate that you have permission to view the taxpayer ID number. You can select inside the field to show the taxpayer ID. When you select out of the field, the system masks the taxpayer ID. Length: 9 numeric

Complete the following steps to add the basic contact/event record information.

1. Select the Sensitive check box if the contact/event record should be handled carefully. The contact/event will appear with a caution icon on the Contact Manager - Assignments Queue grid. For a member contact/event record, the contact/event record will also appear at the top of the member's contact history in the Contact/Event History grid.
2. In the Status/Priority group box, click the Status down arrow to select the status of the contact/event record.
3. Then, click the Priority down arrow to select the level of importance of the contact/event record.
4. In the Origination group box, click the Source down arrow to select the method that was used to submit the service request or event to the credit union.
5. In the Assignment/Follow-up group box, click the Department down arrow to select the department assigned to the type of service request or event selected.
6. Click the Owner down arrow to select the individual who will be assigned to process the contact/event record.
7. Click the Follow-up down arrow to select the projected follow-up date from the calendar or enter the date in MM/DD/YYYY format. Then, click the down arrow in the next field to select a follow-up time.
8. Click the Source down arrow to select the method that will be used to follow-up on the contact/event record.

Then, complete the necessary fields in the Detail group box.

In the Note(s) group box, you can add additional notes or comments pertaining to the contact/event record. Existing notes will display the date and time the note was added and the teller ID of the individual who added the note.

• Select the High Priority Note check box to flag the note as important and place it in the log in a different text color.
• Select the view details icon button to display the entire note in the View Note dialog box.
• Select Add to open the New Note dialog box and add a new comment.
• Select Audit to open the Audit Log dialog box and view previous changes to the contact record.

Select the Task Reminder icon to add the task to your Outlook calendar. The event type and name, member name, event ID, and follow-up date appear on the Outlook task. To access the Task Reminder icon, you must be a member of the Portico – Outlook Tasks security group or you can assign the Outlook Tasks – User Can Create Outlook Tasks permission to an existing credit union-defined security group using the Security Group Permissions – Update window.

Select Copy to open the Send Copy dialog box and send the event to additional users.

Select Save to save the event record. Select Cancel to cancel the event and close the window.

After the contact or event record is saved, Portico will populate the following fields:

Field	Description
Closed	The date that the Status field was changed to Closed.
Originator	Your name for a new contact or event record or the individual who created the existing contact record.
Originated	The current date for a new contact or event record or the date an existing contact record was created.
ID Nbr	The unique computer-assigned number identifying the contact or event record.