FinServ Help, Support & Guides

Once a new customer is created, there is need to enable the customer for the customer record to active for transactions.

To enable the customer record, 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 blue ‘Enable’ button at the top of the page
6. This will set the customer status as ‘Active’
7. Note that this action can only be performed by the administrator or operation manager