10.1 Add Nickname

This topic provides the systematic instructions to add nicknames to assign to an account.

To add nickname to an account:

  1. Perform the following navigation to access the Corporate Loans Details screen:

    From the Dashboard, click Menu, and click Accounts, then click Corporate Loans. Under Corporate Loans, click Overview, then click on the Loan Account Number link in the Corporate Loan Summary widget. On the Corporate Loans Details screen, click kebab menu and select Add/Edit Nickname.

    The Corporate Loans Details screen displays.

    Figure 10-1 Corporate Loan Details



  2. Click kebab and select Add Nickname.
    The Add/Edit Nickname pop-up displays.

    For more information on fields, refer to the field description table below:

    Table 10-1 Add/Edit Nickname

    Field Name Description
    Nickname Specify a nickname to be assigned to the account.

    This field allows user to specify up to 20 characters.

    Note: The fields marked as Required are mandatory.

  3. On the Add/Edit Nickname pop-up, 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.