FinServ Help, Support & Guides

After customer record has been created, there is need to create savings account for the customers.

Saving account can be account can be requested by the customer or recommended based on the customer account needs.

To create account for customer follow the following steps.

1.  Click on ‘Customers’ menu from the list of menu items by the right side panel of the system
2. On the customer page search for the customer by entering the customer name on the search text box
3. Once the customer name appear on the customers data list
4. Click on the yellow ‘Manage’ button to access the customer page
5. On the customer page at the top, click on the yellow ‘Create New Account’ button at the top of the page
6. This will take you to the page form to setup the account
7. On account creation page select Product Name from the dropdown list.
8. The account name will automatically pop up
9. Select the account opening date
10. Click on submit button to add the account to the customer record.

After the steps above, the savings account will appear on the customer page under the savings tab.