Search Loan Accounts

Introduction

The search option is available as a collapsed screen in Loan Accounts page itself. If user wants to search the accounts based on any if the search criteria, Click the search icon to open the search criteria on an overlay screen.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Account Nickname

Enter the nickname of the account to search the accounts based on the nickname.

Account Number

Enter the account number based on which the accounts are searched.

Account Type

Select the type of the account from the drop-down list.

Account Currency

Select the account currency from the drop-down list.

Number of Rows

Select the number of rows to be displayed in the screen.

Template Action

Make the search criteria as a template.

Valid Values:

Save Template

Delete Template

Note:

Click OK after selecting the appropriate value from the drop-down list.