8 Account Nickname

This topic details the process by which customers can assign a specific name to their loan accounts.

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.

From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Corporate Loans and Finances . Under Corporate Loans and Finances , click Overview, click on the Loan Account Number link of the Loan and Finance Summary, then click Add/Edit Nickname option of Loans and Finances Details kebab menu

To add/edit nickname against an account:

  1. Perform the following navigation to access the Loans and Finances Details screen.
    From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Corporate Loans and Finances .

    Under Corporate Loans and Finances , click Overview, click on the Loan Account Number link of the Loan and Finance Summary, then click Add/Edit Nickname option of Loans and Finances Details kebab menu .

    The Loan and Finance Details screen appears.

  2. Click the kebab icon on the screen, and click Add/Edit Nickname option to add/edit nickname against an account.
    The Add/Edit Nickname popup appears.

    Figure 8-1 Add/Edit Nickname


    Description of Figure 8-1 follows
    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.
    • Click Delete to delete the nickname.