Change Account Preferences
The following fields and options appear on the Change Account Preferences:
- Filter
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Limit what appears on the page with these filters:
- Show All – View all accounts created for the company.
- Account Name – View only accounts with this name.
- Account Number – View only accounts with this number.
- Account Name
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Display-only field that shows the account's official name
- Account Number
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Display-only field that shows the account number
- Deactivated and deleted accounts will not display
- Account Nickname
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An easy to recognize and descriptive name for the account
This name identifies the account on all pages in Universal Online Banker.
- Display Everywhere
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If this check box is activated, the account appears on other pages in Universal Online Banker.
Note: You can determine which accounts each user can see when defining the user's entitlements.If this check box is cleared, the account only appears on this page and is unavailable to all users.
- Stop Payment Expiration Term
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The number of months the system adds to the creation date of a stop payment to calculate the expiration date
The choices are limited to the terms configured for the account's associated product.
To save your account changes, click Submit Preferences. A message appears indicating the status of your submission.