Profile Refresh
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The Profile Refresh window lets you refresh the Credit Union Profile, product code information, cash locations, and form locations. To open the Profile Refresh window, under Administration on the Portico Explorer Bar, select Profiles. On the Profiles top menu bar, select System, then select Profile Refresh.
How do I? and Field Help
Select the desired categories to refresh.
- Select the CU Branch Options and Teller Information checkbox to refresh the branch options and teller information.
- Select the CU Host Options checkbox to refresh the credit union options on the Portico Host.
- Select the Product Code Information checkbox to refresh the Teller Administration product codes.
- Select the Cash/Form Location Information checkbox to refresh the cash and form locations.
- Select the Forms Information checkbox to refresh the Forms Management form information.