Update ScreenYou can perform a variety of functions in relation to a summary form by clicking the Other Options button. A pop-up menu displays a set of optional actions available. These actions vary by service class and are outlined below.
Update Screen
To refresh the summary list with the most recent data, click Other Options and then click Update Screen.
Search
To make it easy to find information on summary forms and Library Look-Up lists, CitiDirect provides the Search Definition dialog box. Use this dialog box to enter search criteria to find specific transactions, filter data to limit the number of transactions displayed, and to sort summary lists so that they appear in an order that suits your needs.
To begin a search, click Other Options, and then select Search from the menu.
View Error Messages
To view error messages associated with a transaction, click Other Options and then click View Error Messages. The View Error Messages dialog box appears. Review any errors and click OK to close the dialog box.
Note:
This action is not available if the selected transaction does not have any error messages associated with it.
Print
From a summary form, select the transaction you want to include in your summary list. To select multiple transactions, drag the cursor down sequential lines or hold the CTRL key as you select individual lines that are not sequential.
Click Other Options and then click Print.
Note:
Available actions may vary for each tab on the summary form.