7 Favorites

This topic describes the information about Favorites option. Users can mark a transaction as a favourite with this option.

This feature allows users to mark payments as favourites. By doing so, users can quickly access these payments and use them as templates to initiate new payments. This feature is beneficial for users who frequently transfer funds to the same recipients with similar details.

Users can mark a transaction as a favourite by selecting the option provided on the confirmation page of a payment.

The following types of payment transactions can be marked as Favourite transactions.

  • Payments made to an account (Make Payment)

After a transaction is marked as a favourite, it appears in the user's favourite transaction list. To access it, the user simply needs to select the desired transaction from the displayed list. Once selected, the system presents the transaction details in editable mode. The user can then make any necessary changes and submit the transaction for processing.

Note:

The Long Press Gesture feature is implemented. Users can now press and hold down on a screen for an extended duration, which triggers additional options or actions like to Open Favourites screen. This functionality is only supported on mobile devices and tablets.

Using the Manage Columns feature, bank can configure and enable customizable UI display/download option for the end users. Using this feature, users can personalize the information to be displayed/downloaded from search grid displayed on the screen. The user can sort the data on each column.

By clicking on Manage Columns option available on the screen, user can.

  • Rearrange columns
  • Remove specific columns

Note:

  1. The downloaded report will have the same columns as displayed on the UI as per user preference as well as there will also be an option to modify the column selection while downloading.
  2. The column preferences setup by the user will be saved for future reference i.e., in case the user revisits this screen, the preferred columns will only be displayed in the table.

Prerequisites:

  • Transaction and account access is provided to the Small & Medium Business user.

Features supported in the application.

  • View Favourite Transaction Details
  • Initiate a Payment
  • Remove Transaction from Favourite List

Navigation Path:

  • From the Dashboard, click Toggle menu, click Menu, then click Payments . Under Payments , then click More Actions, and then click Favourites and Drafts , and then click Favourites.
  • From the Search bar, type Favourites and Drafts - Favouritesand press Enter.
  • Favorites – Summary
    This topic describes the systematic instruction to Favorites - Summary screen. Users can view summarized views of all payments markes as favourites.
  • FAQ