Versions Compared

Old Version 1

changes.mady.by.user Ishan Khanna

Saved on

compared with

New Version 2

changes.mady.by.user Ishan Khanna

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A Loan officer would want to access Savings and/or Loan Accounts of a Client. This is easily possible from the Client Details Page.

Panel

On this page:

Table of Contents
maxLevel3
minLevel3
printablefalse

View Savings Accounts

Image Added

Once you are on a Client's Details View

  1. Click on Savings Accounts Label - This Will only work if a Client has a Savings Account, you can see the number of Savings Accounts associated with this client next to Savings Account Label. 

  2. A List opens up and shows the 

    1. Status of the Account as a Colored Square
    2. Account Number
    3. Current Balance
  3. Click on any Savings Account to View its Details.  
     

View Loan Accounts

Image Added

Once you are on a Client's Details View
 

  1. Click on Loan Accounts Label - This Will only work if a Client has a Loan Account, you can see the number of Loan Accounts associated with this client next to Loan Accounts Label. 

  2. A List opens up and shows the 

    1. Status of the Account as a Colored Square
    2. Account Number
    3. Loan Product Name
  3. Click on any Loan Account to View its Details.