I want to manage my Quick actions

  • Your quick actions bar provides you with fast and easy access to those actions you commonly take in Commercial Banking Online. Clicking on an action takes you directly to the screen in Commercial Banking Online where you can take that action . If you only have an Audit Role, quick actions will not be displayed.


    Maximise, minimise and scroll through your quick actions

    To maximise your quick actions bar, click Left arrow (black)(1) in the top left of the bar. The quick actions bar will maximise to show a short description of each action.

     Quick actions

    To minimise your quick actions bar, click Left arrow (black)(1) in the top left of the bar. The quick actions bar will minimise to hide the action descriptions.

    Quick actions

    To scroll through your quick actions, use the scroll buttons at the top and bottom of the quick actions bar.

    Scroll Quick actions

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    Configure your quick actions

    You can change which actions appear on your quick actions bar and change the order in which they are displayed. You can have up to 10 actions on your Quick actions bar.

    1. Click Configure at the bottom of your quick actions bar to display the Edit quick actions screen.Edit quick actions
    2. To add actions to your quick actions bar, select the name of the actions you want available to you from the Add a new action drop-down list and click Add.
      The actions available to you depend on your current user Roles in Commercial Banking Online.
    3. To remove actions from your quick actions bar, click Small x (close) next to the name of the action.
    4. To move actions up and down the quick actions bar, use the Up button and Down button buttons.
    5. Once you’ve configured your actions that way you want them to appear on your quick actions bar, click Save .

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Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 020 7626 1500.

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Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.