15.09.2014

Widgets – the convenient functionality of the CitiDirect portal Home Page

We kindly remind you that the Home Page visible after login via CitiDirect BE Portal features convenient widgets that enable you to:

• easily perform main tasks already on the Home Page
• set up shortcuts that allow quick access to CitiDirect functions
• quickly preview data (i.e. account balances)

To install the helpful widgets on the Home Page, please go to Customize Homepage tab and choose the widgets that interest you by clicking ‘Add’ as shown in the example below

This way, in just a few clicks the selected widgets will appear on your Home Page, facilitating your everyday work with CitiDirect and saving your time. In the above example, the following two widgets will be added to the Home Page:

CitiDirect – Available Reports

Quick Tasks

We encourage you to benefit from the convenient widget functionality.

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