Page Comparison

Search for a Client

After logging in (See Login/Logout) successfully, you will be taken to the dashboard, where a search box is provided to search for existing clients, group and any type of account based on their Client ID or the Client Name. Name or Account Number or External Id and you can also search Exact match. It will look like the following screen:

Image RemovedImage Added

In order to search for a client, group or accounts, do the following:

1. Enter into the search query either the Client Name or Client ID of or Account Number or External Id of the Client, Group or Account you wish to search for.

   Field Name (attribute)	Description	Example	Validations (if applicable)
   Search

   Text

   Box	An input area for the search of a client, group and accounts given the

   Client ID or Client NameClient ID: 13 Client Name: shr1 b

   Name or Account Number or External Id

   Client Name : Smith R

   This should not be null

   .
2. Click Search 
3. A list of client(s) will be returned if the client(s) exist(s) based on your search query.
   

   An example search using the Client ID:

   Image Removed
   An example search for the same client, but using the Client Name:

   Image Removed

4. Click on any client to view his or her details. A sample client's information is shown below:
   Image Removed

View Client List

After logging in (See Login/Logout) successfully, you will be taken to the dashboard, where a search box is provided to search for existing clients based on the Client ID or the Client Name. It will look like the following screen:

Image Removed

In order to view the Client List, do the following:

1. Click on the menu in the action bar in the top left corner (three lines). A menu should pop up. It should look like the following:
   Image Removed
2. Click on Clients in the Menu.
3. A List of Clients (200 by default) appears. It should look like the following:
   Image Removed
4. Scroll down to the bottom to load more clients

5. otherwise show you message "No Search Query Entered!"

6. Before click on search. set your domain in which you want to search, click on top right spinner and select your domain. It can be Client, Group, Loan, Savings Accounts or you want to search in whole domain.
   Image Added
   
   

7. Search Client : Enter client Name or External id and select the domain client from top right spinner and click on search button.

                                                                                                                           Image AddedImage Added

                                                                                                                            

8. Click on any client to view his or her details. A  A sample client's information is shown below:
   
   Note: same as client you can search Group and Accounts. Enter Name or Account Number or External Id and select domain from top right spinner and hit search . If you think It can be better or you got any bug please report on Github Issue tracker.