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

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On this page:

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View Savings Accounts

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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

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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.