18 Account Nickname

This topic provides the systematic instructions for customer to assign a specific name to their current or savings accounts.

Customer can assign a specific name to a current or savings account. This is useful if customer wishes to remember accounts with a particular name instead of account numbers. Once a nickname is assigned to an account, it is displayed on various transactions instead of the standard account description. The application also allows customer to modify or delete the nickname whenever required.

The customer can access this option by selecting the Add/Edit Nickname option from the kebab menu.

Navigation Path:

From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Current and Savings Accounts tab, and then click Current and Savings Account Number. From the Current & Savings Details page, goto Account Details section

To add/edit nickname against an account:

1. Navigate to the above path.
   The Current & Savings Account Details screen appears.
2. Click on the Add link if nickname is not assigned to the account.
   OR

   Click on the nickname if nickname is already been assigned to modify the nickname.

   The Add/Edit Nickname popup appears.

   Figure 18-1 Add/Edit Nickname

   
   

   
   Description of "Figure 18-1 Add/Edit Nickname "

   
   

   Table 18-1 Field Description

   Field Name	Description
   Nickname	Specify a nickname to be assigned to the account. If a nickname has already been assigned to the account, it will be displayed in editable mode.

3. In the Nickname field, enter the nickname you want to use.
4. Click Save to save your changes.
   Nicknames will be displayed on various transactions instead of the standard account description.

   OR

   Click Delete to delete the nickname.