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The Template tab

This tab allows the user to maintain account detail parameters such as credit limits, name on card account and transaction limits for the selected Account. Parameters include a descriptive label, the data type expected for a parameter and the default value for the parameter..

To maintain detail parameters:
1. Select the Admin tab then select the Account Details option from the left-hand side of the page;
2. From the Template tab of the Account Details page, click Add Label to add a label parameter;
3. Enter a Label for the parameter;
4. Select the Type of parameter from the drop-down list;
5. Enter a possible Default Value for the parameter;
6. Click Update Changes.
Tips:
· If you need to modify either the Label, Type or Default Value, place your cursor anywhere in the parameter field, do the necessary modifications the click Update Changes.
· To delete a Label, simply activate the Delete? flag and click Update Changes.
Notes:
· Changing a Label will not update existing assignments will not update parameters that have already been assigned, but will influence newly-created parameters.
· Creating a new parameter will result in this being assigned to every existing Account with the Default Value being assigned.


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