To create your own custom menu for your CitiDirect navigation bar
Click Preferences,
which is located at the bottom of the CitiDirect navigation bar,
and then click Customizer. The
Customizer Form appears. The
Current Menu list box on the left contains all categories and service
classes available to you based on your assigned Solution Packages and
Access Profiles. If
a custom menu has not been created, the Custom Menu list box on the right
is empty. If
you have created a custom menu, your previous selections are listed.
Click in
the list below for procedures. To
close the procedure list, click a second time.
To clear the current Custom Menu
If you have already created a custom menu, the Custom Menu
list box contains your previous selections.
To
deselect a
list box that is highlighted, click Clear.
The
list box is no longer highlighted.
To
add a new folder to your Custom Menu
You may add folders
individually, or you may add folders within existing folders, categories,
or service classes.
From the
Custom Menu list box, click Add Folder. The
New Folder dialog box appears.
In the Folder Name field, enter a name for
the new folder.
Click OK. The new
folder appears in the Custom Menu list box.
Notes:
If you want
to add a folder to an existing folder, category, or service class, select
it first and then click Add Folder.
The
new folder is inserted within the selected item. Click
the plus sign (+) to ensure that the folder has been added.
To
add a CitiDirect category or service class to your Custom Menu
From the
Current Menu list box, find the
category or service class you want to add to your custom menu. Note: Click the plus
sign (+) to the left of a category to see all of the service classes included
in that category.
Select the category or service class
you want to add and click Add to Custom
Menu. You
may add an entire category or individual service classes. To
select more than one category or service class, hold the CTRL
key as you click to select each item. The
selected service class or category appears in the Custom Menu list box.
–OR–
If you want to add the service class
or category to a category or folder in that is already listed on your
custom menu, ensure that the category or folder is visible and drag the
service class or category to the custom menu. Do
not release your mouse button until it is positioned directly on the destination
category of folder. Note:
Click
the plus sign (+) to the left of the destination folder or category to
ensure that the category or service class was added.
To rename items in your Custom Menu
From the
Custom Menu list box, select the
item (category, folder, or service
class) you want to rename.
Click Rename. The Rename dialog
box appears.
In the Please enter a new name field, enter
the new name for the item and click OK.
The
new name appears in the Custom Menu list box.
To remove a category or folder and its contents
from your Custom Menu
From the
Custom Menu list box, select the
category or folder that you want to remove.
Click Cut.
Note: You will
not see a confirmation message.
To remove an item (service class or folder)
from a category or folder
From
the Custom Menu
list box, click the plus sign (+) to the left of the category or folder
containing the item you want to remove.
Select the
item to remove. To
select more than one item to remove, hold the CTRL
key as you click each item.
Click
Cut.
Note: You will not
see a confirmation message.
To move an item (service class or folder)
to another category or folder
From the
Custom Menu list box, find the
category or service class you want to move. Note: If
necessary, click the plus sign (+) to the left of a category or folder
to locate the item.
Select the
item to move. To
select more than one item to move, hold the CTRL
key as you select each item.
Click Cut.
Select the
destination folder or category and then click Paste.
Note: If you have
moved the item to a new folder or a single service class, a plus sign
(+) now appears to its left.
To clear your current selections and return to your previous Custom Menu
Click Reset. Your
previous custom menu selections appear.
To
save your Custom Menu and view your new navigation bar
Review the
Custom Menu list box for accuracy.
Click Submit.
From the
CitiDirect navigation bar, click Preferences,
and then click My Preferences.
The My Preferences Summary Form appears.
If
it is not already selected in the Service
Class field, click the drop-down
arrow and select Global.
In
the Please select from the available
Preference criteria list box, if necessary click the plus sign
(+) to the left of Otherto
expand the available criteria list.
Click Default Menu Options. The Criteria for Default Menu Options dialog box appears.
Click Custom and
then click OK. The My Preferences Summary Form
appears.
From
the My Preferences Summary Form, click Submit.
Your
request is processed.
Close
your CitiDirect browser, restart CitiDirect, and log on. Your
Custom Menu appears. Note:
Inbox
and Customer Support will always appear, regardless of your selected menu.
To change back to the Default Menu
From the
CitiDirect navigation bar, click Preferences,
and then click My Preferences. The My Preferences Summary Form appears.
If it is
not already selected in the Service Class
field, click the drop-down arrow and select Global.
In the Please select from the available Preference
criteria list box, if necessary click the plus sign (+) to the
left of Other to expand the available criteria list.
Click Default Menu Options. The
Criteria for Default Menu Options
dialog box appears.
Click Default and then click OK.
The
My Preferences Summary Form appears.
From the
My Preferences Summary Form, click Submit.
Your
request is processed.
Close your
CitiDirect browser, restart CitiDirect, and log on. The
Default Menu appears.
in
the list below for procedures. To
close the procedure list, click