Once an advanced custom format is made standard, it can be assigned to a client.
On the CitiDirect navigation bar, click Maintenance, and then click Import Custom Format Advanced. The Import Custom Format Advanced Summary Form appears.
Click the Internal Operations Tab. Only standard formats are listed.
To retrieve advanced custom formats that are not yet standard, click Other Options, and then Search. A Search Definition Dialog box appears.
Set the search criteria to retrieve the advanced custom format(s) that you would like to make standard. Click Run Search. The search results appear in the Internal Operations Tab.
From your search results, select the advanced custom format(s) that you would like to make standard. To select multiple import 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, displaying the details of the first selected format.
Click Make Standard Format. A Confirmation dialog box appears.
Click Yes. The next format's Custom Format Advanced Detail Form appears.
Repeat steps 7-8 for all selected advanced formats. Once the last format is made standard, you are returned to the Internal Operations Tab, where the new standard formats are now listed.
Notes:
To return to the summary form at any time, click Return to Summary.
To move to the next custom format and leave the current one unchanged, click Next.
To print the details of the current import map, click Print.