To create a saving account application for a client, select the client (needs link to how to find a client). Click the General tab.
The saving account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving saving accounts.
To create a saving account application for a group, select the group (needs link to how to find a group). Click the General tab.
Click Submit.
The saving account application will be created with the status of Pending Approval. Your financial institution will define the workflow and permissions for approving saving accounts.
To create a saving account application for a center, select the center (needs link to how to find a center). Click the General tab.
Click Submit.
The saving account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving saving accounts.
You may also want to use visual panels to communicate related information, tips or things users need to be aware of. |
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