On the CitiDirect navigation bar, click Maintenance, and then click Import Custom Format Advanced. The Import Custom Format Advanced Summary Form appears.
On the Input/Modify Tab, 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. The Import Custom Format Advanced Detail Form appears.
Review all file, field and group details and make any necessary modifications.
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 advanced 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 dialog box prompting you to save changes 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 Advanced Detail Form.