Client Preference Criteria for Import Transactions

You may specify your client preference criteria for payments forms for the following:

Available Criteria

Description

CitiDirect Default Settings

Preference Category:  Other

Allow 'Edit Account Number' for Inputting Payments

Determines the default Preformat Type when a preformat is created in CitiDirect.  Select from "Full - Limited Modifications," "Fully Modifiable Template", "Predefined Beneficiary," or "Restricted Template."

None