Change Field Order in 'Create Bank Account' Screen in Supplier Portal — Cloud Customer Connect
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Change Field Order in 'Create Bank Account' Screen in Supplier Portal

Summary:

Is it possible to change the order of the fields in the Create Bank Account form?

We’d like to switch the positions of Bank Branch and Bank Name to reduce confusion. Currently, users are prompted to enter the Bank Name first, but if they choose the wrong option (e.g., there are five different entries for HSBC in the UK), they’re unable to enter their Bank Branch.

If users enter the Bank Branch first, the Bank Name auto-populates correctly, which is ideal. Changing the field order would help prevent errors and streamline the process.

Navigation path:
Manage Profile > Payments > Bank Accounts > Create Bank Account

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