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To change bank reference information for a customer:
Select the
customer. How? From the Customer
Information tab, select Bank Reference.
The Bank References screen appears. Select view/edit
in the row for the bank reference.
The Bank Information screen displays information for the selected reference.
Change information
for the bank reference.
Notes:
In the Bank Information
section at the top of the screen, the only information you can change
is the relative weight. When you change
the relative weight for a reference and click Save, eCredit recalculates
the adjusted relative weight for the deposit and loan accounts for the
reference to reflect the adjustment you make.
To save the
bank reference information, click Save.
You can now:
Add information
for a deposit account. How?
Add information
for a loan account. How?
Change deposit
account information.
How? Change loan account
Information. How?
Delete deposit
accounts from the bank reference. How? References." Delete loan accounts
from the bank reference. How?
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