Contact Manager and Event Tracking Overview

Related Topics

Portico Contact Manager lets you record and track basic contact information, complaints, resolutions, and follow-ups for a variety of actions:

  • ATM/Debit Dispute
  • Check Copy
  • Check Re-order
  • New Account
  • New Loan
  • Other Service Request
  • Problem/Complaint
  • Research
  • Statement/Notice Copy
  • Stop Payment

A seamless interface to Portico lets you access Contact Manager from the Portico top menu bar and Portico Explorer Bar. You can also use Portico to display basic member information and run basic member transactions, fee posting, fee refund, and stop payment orders. Contact Manager also lets you access third-party vendor links through Portico that allows you to retrieve and print draft copies, retrieve and print statement copies, and complete check order requests.

Event Tracking helps you increase efficiency and build member relationships with customized tasks that can remind you to order office supplies, run reports, send a thank you card to a new member, and more. Event Tracking lets you create a detailed and customized to-do list of member, non-member, and internal tasks.