To activate a term deposit account
To activate a term deposit account, selectthe client (needs link to how to find a client). Click the General tab. The client's term deposit accounts are listed in the Saving Account Overview section.
- Ensure that term deposit accounts that are not closed are displayed by clicking View Active Savings on the saving action bar.
Pending activation term deposits will be indicated with a blue color swatch and Activated in the Status column. - Click the term deposit account to be activated.
The term deposit account form will open. - Click Activate on the action bar.
The Activate term deposit Account page will open. - Accept the default date (today), or pick a date in the past from the pop-up calendar for Activated on.
- Click Submit.
The term deposit account will be modified and its status changed to Active. The term deposit account is now ready for useto be used.
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