Assigning a standard format to a client makes it available to that client. Only import custom formats that have been made standard 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. All standard formats are listed.
Select the standard format(s) that you would like to assign to a client. 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. Note: To perform a search for a specific custom format, click Other Options, and the click Search. The Search Definition Dialog box appears.
Click Go to Details. The Import Custom Format Detail Form appears, displaying the details of the first selected format.
Click Assign to Client. A Library Look-Up Dialog box appears, listing all clients.
Select the client to be assigned the current standard format. To search for a particular client, click Search. Note: Only one client can be selected at a time.
Click OK. A Confirmation dialog box appears.
Click Yes. The standard format is now assigned to the selected client.
If multiple standard formats were selected, the detail form of the next standard format appears. Repeat steps 5-8. Once the last standard format is assigned, click OK to return to the Internal Operations Tab.
Notes:
To return to the summary form at any time, click Return to Summary.
To move to the next import map and leave the current one unchanged, click Next.
To print the details of the current import map, click Print