On the CitiDirect navigation bar, click Activation, and then click Client Definition. The Client Definition Summary Form appears.
Click the Input Tab. Clients with client definition records with a status of "Activated," "On Hold," "Invalid," or Repair Required" are listed.
Select the client definition record you want to modify. To select multiple records, drag down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click Go to Details. The details of the first selected client definition record appear on the Client Definition Details Form.
Make the necessary modifications. Click here for information on editing Security Contact information.
Click Submit. If more than one client definition record was selected on the summary form, the details of the next selected record appears. Note: If you do not want to modify the current record, click Next to view the next selected record.
Continue this process until all selected client definition records have been modified and submitted. Note: When the details form contains the last selected record, click Submit or Next to return to the summary form.
Notes:
To print the details of the current client definition record, click Other Options, and then click Print or click the Print Button at the bottom of the left side of the detail form.
To return to the summary form at any time click Return to Summary.
The modified client definition record is not active until it is authorized.
The person who submits client definition record modifications cannot authorize them.