To access this module click on:
Registry Management =>> Navigate =>> Operations =>> Members Management =>> Domicile Branch Linkage
The following window will open up:
The blurred fields are usually populated with the details of the logged user.
How To Link A Customer To A Branch:
1. Branch - Click on the Branch icon to open the Branch Look Up dialog box:
Select branch from the list of branches available.
The city and company will be automatically populated or made inactive for any further changes once the branch is selected. See below:
Customer Details Pane:
On the customer details pane:
Click on the customer lookup icon to open the Customer Lookup dialog box:
Search and select the customer that you want to link to the selected branch.
The rest of the customer details - employer, station, serial number, identity card number, payroll numbers, account number, membership number, personal file number - will be automatically populated to the respective fields.
Click on the update button to link the customer to the branch.
On successful completion you will get a pop up message confirming that the operation was successful.
