Modify Portfolio

Type:    Form

Description: Allows to modify the selected portfolio.

Items:

Save		Saves all the changes on the form.

Close

Closes the form without saving any changes.

General Info

Includes general information about the portfolio and the user.

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Create Date

Date when the portfolio was created. References: Portfolio.Create Date

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Active

Indicates whether the portfolio is active within the system. References: Portfolio.Is Active

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Code

Identifier of the portfolio's owner within the system. Auto-incremented integer value. References: Portfolio.Code

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Name

Name of the portfolio. References: Portfolio.Name

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Subname

Subname of the company this portfolio belongs to. References: Portfolio.Subname

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Street line 1

Street address (line 1) of the company the portfolio belongs to. References: Portfolio.Street1

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Street line 2

Street address (line 2) of the company the portfolio belongs to. References: Portfolio.Street2

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City

City of the company the portfolio belongs to. References: Portfolio.City

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Country

Country code of the company the portfolio belongs to. References: Portfolio.Country Code

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State

State of the company the portfolio belongs to. References: Portfolio.State

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ZIP Code

ZIP code/postal code of the company the portfolio belongs to. References: Portfolio.ZIP Code

Logo

Includes the images that are used as the logotype of the portfolio.

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Upload (Portal)

Allows to upload the image that will be used as a portal page logotype.

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Upload (Reports)

Allows to upload the image that will be used as a reports page logotype.

Merchant Service Info

Includes contact information about merchant service that can be used to discuss any processing issues.

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Phone

Phone number of the merchant service company the portfolio belongs to. References: Portfolio.Phone

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Fax

Fax of the merchant service company the portfolio belongs to. References: Portfolio.Fax

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Email

Email of the merchant service company the portfolio belongs to. References: Portfolio.Email

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Work Hours

Working hours of the merchant service company the portfolio belongs to. References: Portfolio.Work Hours

Tech Support

Includes contact information of the technical support that can be used to discuss any processing issues.

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Phone

Phone number of the technical support company the portfolio belongs to. References: Portfolio.Phone Support

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Fax

Fax of the technical support company the portfolio belongs to. References: Portfolio.Fax Support

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Email

Email of the technical support company the portfolio belongs to. References: Portfolio.Email Support

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Work Hours

Working hours of the technical support company the portfolio belongs to. References: Portfolio.Work Hours Support

UniPay

Includes URL information of UniPay services.

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Name

UniPay name of the portal, which is related to this portfolio. References: Portfolio.UniPay Name

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Portal URL

URL address of the portal related to this portfolio. References: Portfolio.UniPay Portal URL

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Documentation URL

URL address of the UniPay documentation web-site. References: Portfolio.UniPay Documentation URL

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Support URL

Support system host related to this portfolio. References: Portfolio.Support System URL

UniCharge

Includes URL information of UniCharge services.

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Name

UniCharge name of the portal, which is related to this portfolio. References: Portfolio.UniCharge Name

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Processing URL

Processing URL for realtime transactions. References: Portfolio.UniCharge Realtime Processing URL

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Processing URL (Batch)

Processing URL for batch transactions. References: Portfolio.UniCharge Batch Processing URL

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Specification URL

URL address of the realtime transactions specification resource. References: Portfolio.UniCharge Realtime Specification URL

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Specification URL (Batch)

URL address of the batch transactions specification resource. References: Portfolio.UniCharge Batch Specification URL

UniBill

Includes URL information of UniBill services.

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Name

UniBill name of the portal, which is related to this portfolio. References: Portfolio.UniBill Name

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Processing URL

Processing URL for recurring payments. References: Portfolio.UniBill Processing URL

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Specification URL

URL address of the recurring payments specification resource. References: Portfolio.UniBill Specification URL

Additional Info

Any additional information related to the portfolio within the system.

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Notification Template

Allows to select an appropriate notification template for the current portfolio.

Data Export

Includes configuration settings of reports export.

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Deposit Export

Allows to select options for deposit reports export.

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No Export

Indicates that the deposit report won't be exported.

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Export

Indicates that the deposit report will be exported only.

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Export and Notify

Indicates that the deposit report will be exported and the email notification will be sent to the client.

Transaction Export

Allows to select options for transaction reports export.

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No Export

Indicates that the transaction report won't be exported.

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Export

Indicates that the transaction report will be exported only.

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Export and Notify

Indicates that the transaction report will be exported and the email notification will be sent to the client.