3.1.7 Preferences

View the preference details of an account by following the instructions provided in this topic.

Search for the required account and open the 360 view of the account. To find and view the account, see Account Search.
The Preferences tile displays the account preference details for ATMs, check books, and direct banking facilities. The account preferences are configured during account creation in the Preferences data entry screen. For more information on setting account preferences, see Step 5 in Account Creation.
  1. View the account Preferences details.
    1. Click the required preferences field in the Preferences tile.
      A corresponding dialog displays the preference details. For example, clicking the Check Book field displays the Check Book dialog.

      Note:

      The > icon to the right of a field indicates that there is more information to display.

      Figure 3-21 Check Book Preferences



      Note:

      For more information on the fields in the respective dialogs, see Step 5 in Account Creation.
  2. Click Close.