Edit the Product List

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To edit the Product List:

  1. From the Narmi Command sidebar, select Account opening > Product list manager.

  2. On the page that appears, a list of your institution's current product offerings is displayed, along with their current status—Active is visible, and Inactive is not visible.

    Select the tab for the Narmi product you’d like to update: Consumer banking, Business banking, Consumer staff-led, or Business staff-led.

    Product list manager displaying various banking categories and checking account options.

  3. Find the product offering you would like to edit, then select the three dots on the product card and select Edit.
    You can also select Deactivate to hide the offering (which makes it inactive), Activate to enable the product (which makes it active), or Delete to remove the offering completely.
    Note: Use caution when deleting products, as this cannot be undone.
    Options for managing the Preferred Choice Checking account, including edit and delete functions.

  4. On the page that appears, edit the product details. Fields shown here will vary depending on the product being edited. Go to Product Details and Settings for descriptions of the editable fields.

    Form to enter product details for a Preferred Choice Checking product, including features and account settings.

  5. Select Preview card to see how your changes will appear to the applicant.

    Product details section with a highlighted preview card option for applicants.

  6.  Select Save changes to finish. Changes are effective immediately.