Initially, CitiDirect provides some user preference settings for the default values that appear on CitiDirect forms, which you can change to reflect your personal preferences.
Click Preferences, which is located at the bottom of the CitiDirect navigation bar, and then click My Preferences. The My Preferences Summary Form appears.
In the Service Class Name field, click the drop-down arrow and select a service class. All available preference criteria appear in the Please select from the available Preference criteria list box on the left. The corresponding default settings appear in the Current preference criteria values list box on the right.