Viewing the Product Group List

The Product Group - List window lets you view credit union-defined product groups within Cross Sell. From the Product Group - List window, you can add new product groups and define incentives and purge criteria for a product group. To open the Product Group - List window, under Cross Sell on the Portico Explorer Bar, click Administration. On the Administration top menu bar, click Maintenance, then click Product Groups.

How do I? and Field Help

To add a new product group, click New. The Product Group - New window appears for you to create a new product group.

To modify an existing product group, click the name of the product group to open the Product Group - Update window.

To create a new product group by copying an existing product group, select the product group row you wish to copy from the list. Then, click Copy. The Product Group - Copy window appears for you to set up your new product group.

To define incentives for a product group, select a product group row and click Incentive to open the Product Group - Incentive window.

To define the purge criteria for a product group, select a product group row and click Purge to open the Product Group Purge window.

To print the options set up for a product group, select a product group row and click Print.

To delete an existing product group, select the product group row. Then, click Delete. A pop-up window will appear. Click OK to confirm the deletion.