8 Account Nickname

This topic describes the feature, which enables customers to easily assign nicknames to any account.

A customer may wish to assign nicknames to deposit accounts so as to be able to easily identify them. Once a nickname is assigned to an account, it is displayed on various transactions in addition to the standard account description. This option 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.

To add/edit nickname against a deposit account:

1. Perform the following navigation to access the Term Deposit Details screen.
   From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Term Deposits tab, and then click on the Deposit Account Number. From the Deposits Details page, goto Deposit Details section.

   The Term Deposit Details screen appears.

2. Perform one of the following actions:
   • Click on the Add link if nickname is not assigned to the account.
   • Click on the nickname if nickname is already been assigned to modify the nickname.

   The Add/Edit Nickname popup appears.

   Figure 8-1 Add/Edit Nickname

   
   

   
   Description of "Figure 8-1 Add/Edit Nickname "

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 8-1 Add/Edit Nickname - 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. Perform one of the following actions:
   • Click Save to save your changes.

     Nicknames will be displayed on various transactions instead of the standard account description.

   • Click Delete to delete the nickname.