This topic provides the systematic instructions to add/edit/delete nicknames to an account.

Customer can assign a specific name to a loan 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.

To add/edit nickname against an account:

1. Perform the following navigation to access the Loans & Finances Details screen:
   • From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Loans & Finances tab, and then click Loans & Finances Account Number.

     From the Loans & Finances Details page, goto Loan Details section,

   The Loan and Finance 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 9-1 Add/Edit Nickname

   
   

   
   Description of "Figure 9-1 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 9-1 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.