Other Options

1. To refresh the summary list with the most recent data, click Other Options and then click Update Screen.

Note:

• This action is not available if the selected request does not have any error messages associated with it.

1. 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.

2. To begin a search, click Other Options, and then select Search from the menu.

Note:

• For more information on searching for records, click here.

1. Select the service request(s) for which error messages are to be viewed.  To select multiple service requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

2. Click Other Options and then click View Error Messages.  The View Error Messages dialog box appears.

3. Review any errors and click OK to close the dialog box.

Note:

• This action is not available if the selected request does not have any error messages associated with it.

1. Select the service request(s) to include in the printed summary.  To select multiple service requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.  Note: If no rows are highlighted, all records will be printed.

2. Click Other Options and click Print or Print Summary.

1. Select the service request(s) for which details are to be printed.  To select multiple service requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.  Note: If no rows are highlighted, all records will be printed.

2. Click Other Options and click Print or Print Details.

1. Select the service request for which comments are to be viewed or entered.

2. Click Other Options and then click Enter/View Comments.  The Comments dialog box appears with a list of existing comments for the selected service request.

3. To attach a new comment to the selected transaction, click in the text field and type a comment.

4. Click OK or click Cancel to return to the detail form.

Notes:

• When entering or viewing comments, each service request must be selected individually.

• Comments are cumulative.  Ten comments of up to 100 characters are stored, along with the name of the person who entered the comment.

1. Select the service request(s) for which transaction history is to be viewed.  To select multiple service requests, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

2. Click Other Options and then click TransactionHistory.  The Transaction History dialog box, containing the state and status of the selected amendment, appears.

3. Review the request history and click OK to close the dialog box.

Notes:

• States are displayed in ascending order, reflecting the entire request life cycle, first state through last.

• This function is called View Transaction History when accessed from the Payments Services Summary Form.