The Client Definition Summary Form contains tabs associated with entering the information needed to identify and establish a client on CitiDirect.
Input: To create new client definition records and modify or view current client definition records.
Authorization Req'd: To view a list of client definition records requiring authorization and select records to authorize.
View: To view a list of all client definition records, regardless of status.
Notes:
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information on the summary form, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.