ACCOUNT NICKNAME

User can assign their own description or names to all savings, checking, term deposits, and loan accounts. A nickname is a unique user defined description, for an account. Nicknames will be displayed, along with the account number in all enquiry and transaction screens. This feature allows the user to add, modify or delete the nickname, as required.

To add nickname to account:

  1. Click Add Nickname, to add nickname to an account.
  2. In the ADD Nickname field , enter the nickname you want to use.
ClosedField Description

Field Name

Description

Add Nickname

The own description or name to all of CASA/ TD/ Loan accounts which will be displayed.
  1. Click Save Nickname to save your changes.
    Nicknames, will be displayed along with account number, in all enquiry and transaction screens.

To edit / delete nickname to account:

  1. Click Edit Nickname, to modify nickname.
    And save your updates.
    OR
    Click Delete Nickname, to delete nickname.

FAQs

ClosedWho all can view a nickname that a user has set?

One account can have multiple nicknames set by different users, who have access to that account – however only the logged in user can view the nickname he has set.

ClosedAre nicknames displayed in all places, where an account number is displayed?

No, Approvers can only view the account number, but not nicknames set by makers. Further Review screens contain the account number (where applicable), but not the nickname.

Copyright Information

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