I want to manage my Quick actions

  • The 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.


    BR18.05 Edit - 01 Quick Links Icon

    Maximise, minimise and scroll through your Quick actions

    To maximise your Quick actions bar, click on the icon in the top toolbar. The Quick actions bar will maximise to show a short description of each action.

     BR18.05 Edit - 03 Quick Actions Dropdown

    To minimise your Quick actions bar you can either click away from it or click on the icon again to collapse it. The Quick actions bar will minimise to hide the action descriptions.

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

    Scroll Quick actions

    Back to top

    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.

      BR18.05 Edit - 04 Quick Links Edit
    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 the 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.

    Back to top

How helpful is the information on this page?

Important legal information

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 0207 626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under Registration Number 119278.

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.

Lloyds Banking Group includes companies using brands including Lloyds Bank, Halifax and Bank of Scotland and their associated companies. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com