Displays summary details for a group of records in a tabular presentation to allow you to select one or more records to act on them in a one-step process.
Most summary forms provide process tabs and command buttons for access to any corresponding functionality.
To perform the most common tasks on summary forms, position the mouse pointer on any line in the summary form and right-click. A right-click menu, containing options specific to the current form, appears.
The availability of each tab is determined by your Access Profile, which details the actions you are authorized to perform within CitiDirect.