On the CitiDirect navigation bar, click Activation, and then click Citibank Contacts. The Citibank Contact Summary Form appears.
Click the View Tab. A summary list of all Citibank Contacts appears.
Select the Citibank Contact. To select multiple Citibank Contacts, drag the cursor 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 contact appears on the Citibank Contacts Detail Form. Note: If multiple contacts were selected, click Next to view the details of the next selected contact. Once all selected contacts are viewed, click Next to return to the summary form.
To view the client details, select one or more client names in the Clients list box, and then click Details. Review the client details. If multiple clients were selected, click Next to view the details of the next selected client. Once all selected client details have been viewed, click Next or Cancel to return to the summary form.
Note:
To return to the summary form, click Return to Summary.
To print the client details, click Other Options, and then click Print or click the Print Button at the bottom of the left side of the detail form.