On the CitiDirect navigation bar, click Maintenance, and then click Import Custom Format. The Import Custom Format Summary Form appears.
Click the Input/Modify Tab. All of your available custom formats are listed.
Select the custom format you want to modify. To select multiple custom formats, 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. Based on the custom format, a Positional or Delimited Import Custom Format Details Form appears.
Review all field details and make any necessary modifications. Note: Required fields are identified by a red asterisk ( * ).
To edit the details of a field, select the field from the field list summary form and click Edit. The Details Dialog box appears. Make any changes and click Save, and then click Close to close the Details Dialog box.
To delete a field, select the field in the field list summary form and click Delete. A confirmation dialog box appears. Click Yes to confirm the deletion.
To change the order of a field select the field in the field list summary form and click Move Up or Move Down. Continue to click the appropriate button until the field appears in the correct order.
To add fields, follow the directions described in to create a new custom format.
Click Save to save any modifications that have been made.
–OR–
To save you changes to a new format, click Save As. A Save As.. dialog box appears. Enter a Format Name and a Format Description and click OK. If you do not want to save your changes, click Cancel and the Save As.. dialog box will close.
If you decide not to change the current custom format, click Next. The details of the next custom format selected on the summary form appear. Note: When the details form contains the details of the last selected custom format, click Save or Next to return to the summary form.
Repeat this process until you have modified all selected custom formats.
Notes:
If you try and save modifications to a custom format being used by an import profile, a message warning you to save the changes to a new format appears. Click OK. The Save As.. dialog box appears.
To print information about the custom format details, click Print.
To return to the Import Custom Format Summary Form at any time while you are modifying a custom format click Return to Summary. A Save Changes dialog box appears.
Click Yes to save the Custom Format.
Click No to return to the summary form without saving changes
Click Cancel to stay on the Import Custom Format Detail Form.