Merged Statements

To access this window, Click on Customer Relationship Management -> Operations -> Customers - >Merge Statements

The following window will open:

 

 Click on the look up customer name icon to open the Customer Lookup dialog box:

Check it to group the product sections

On the screen above:  

Check it to show debit/credit entries 

Navigate through the tabs Highlighted above to view more information.  

All the information regarding the customer with particular reference to the selected tab will be displayed.

Merged Statements:

Account Listing Tab: This tab displays all the products the customer has.

Credit Scores Tab: This tab displays all products that ‘Permit m-banking scoring’.

Loan Guaranteed: All the loans a customer has guaranteed will display here.

Loan Guarantors: All the members who has guaranteed this customer will be shown here.

Loan Applications: This tab displays the loan applications made by the particular customer.

Payouts History: This tab shows payouts received by the customers.   

Loan Product Exemptions: This tab displays the exempted loan products.   

Bank Accounts: This tab displays the customer's bank accounts. 

Individual Particulars Tab: This tab displays the customer's personal details. 

Address Tab: This tab displays the customer's physical Location, Addresses, phone number and email addresses.

Referees Tab: This tab displays the customer's referees.

Specimen Tab: This tab displays the customer's passport photo, identity card front & back images and signature.