Setting Up the Icon Default

You can select a default dialog box for the Contact Manager red telephone icon with 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 maintain the Default field. Close and reopen Portico to activate the default.