The Quick Actions feature enables users to customize up to five shortcuts on their Narmi Banking mobile home screen and web dashboard, providing a tailored digital banking experience that fits their everyday needs. Users can select from a list of pre-configured actions, arrange them in order, and create a personalized dashboard for one-click access to their most frequently used tools. The Quick Actions feature is enabled by default. If you would like to disable Quick Actions for your institution, please contact your Narmi Relationship Manager.
In the web app, Quick Actions display at the top of the page:
In the mobile app, users can swipe through the options at the top:
Customizing Quick Actions
To customize Quick Actions:
In the web app, select the three-dots menu.
In the mobile app, swipe left past the default options and select Edit.
In the side panel that appears, users can add, remove, or reorder actions. The Send money action is required and always appears first, followed by four customizable options. The default options are: Direct deposit, Card offers, and Alerts. Drag actions within Your quick actions to reorder them.
In the web app, select Add next to an action in the Action library to add it. Select the “X” next to an action to remove it.
In the mobile app, select the + icon next to an action in the Action library to add it. Select the – icon to remove it.
Available Quick Actions
The following actions are available in the Action library, depending on your institution’s configuration:
Send Money – Send money via the Transfers page; this is required and always appears first
Alerts – Set up banking alerts in Settings
Bill pay – Make a Bill Pay payment
Card offers – Open card offers
Cards – Open card management in Settings
Direct deposit – Set up direct deposit
Loan – Make a loan payment
Member to member – Make a member to member transfer
Set up 2FA – Set up two-factor/multi-factor authentication in Security Settings
Statements – View banking documents or statements
Subscriptions – Manage Card Subscriptions
Transfer funds – Make an internal or external transfer
Wire – Make a wire transfer
Zelle – Make a Zelle transfer