Setting Up Contact Manager and Event Tracking

Contact Manager Administration lets you customize dropdown lists, create automatic routing criteria to route certain member requests to a specific employee, and identify purge criteria for contact history. For Event Tracking, you can create member, non-member, internal, and autogenerated tasks. You can also import events.

Setting Up the Icon Default

You can select a default dialog box for the Contact Manager red telephone icon using the credit union-maintainable Default dropdown list in the Products section on the Credit Union Profile – Products & Services tab. The Default field determines if the Other Service Request dialog box or the Member/Non-Member Event dialog box appears when you select the red telephone icon.

If the Default field is Contact, the Other Service Request dialog box appears. If the Default field is Event, the Member/Non-Member Event dialog box appears.

Assign all applicable users to a security group containing the Portico – System – Credit Union Profile – Maintain permission to modify the Default field. Close and reopen Portico to activate the default.

Setting up Departments

Contact Manager and Event Tracking uses departments to assign and escalate contact records. Use the following procedures to add and update department names and assign users to a department:

• Viewing the Department List
• Adding a Department
• Deleting a Department

Defining Ownership Types

You can add new ownership types to the list of predefined ownership types and specify required documents for use in Contact Manager and Event Tracking. Use the following procedures to add new ownership types:

• Viewing the Ownership Type List
• Adding and Maintaining an Ownership Type

Defining a Default Origination Source

You can define a default origination source specific to your user profile on the User Profile – Preferences tab. In the Contact Manager group box, select the Origination Source down arrow to select the default source that appears in the Origination Source field on the contact records.