8 Account Nickname

This topic provides the systematic instructions to customers for assigning nicknames to any account.

A user may wish to assign nicknames to deposit accounts so as to be able to easily identify them. The Add/Edit Nickname feature enables users to easily assign nicknames to any deposit account. 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 user to modify or delete the nickname whenever required.

To add/edit nickname against a deposit account:

1. Perform anyone of the following navigation to access the Recurring Deposits Details screen.
   • From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Recurring Deposits tab, and then click on the Recurring Deposit Account Number.

     From the Recurring Deposit Details page, goto Recurring Deposit Details section.

   The Recurring Deposits 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.