View Accounts of a Client

View Savings Accounts

1. Once you are on a client's details, you can see the number of Savings Accounts associated with this client. You can tap on Savings Accounts to see a list - this will only work if a client has a Savings Account.

   
   
   
2. On this list, you can see the: 
   
   1. Status of the account as a colored square
   2. Account number
   3. Current balance
   
   
   
3. You can also click on any Savings Account to view its details.
     

View Loan Accounts