Corporate Customers Listing

 

The Corporate Customers Listing page provides a listing of all corporate customers associated to Bank Groups that the Client Bank Admin has access to.  This page is an administrative function and can only be viewed by bank-level admin users who have security rights  to view and/or maintain corporate customers.

The fields and controls specific to this page are described below.

 

Field/Control

Description

New

Pressing this button displays the Corporate Customer page, allowing you to enter information about a new corporate customer and save it in the system.

Customer’s Name

Allows the user to filter the list by Customer Name.  Enter one or more characters into this field and press Search to filter the list.

Customer’s Bank Group

Allows the user to filter the list by the selected Bank Group.  To filter, choose the desired bank group and press Search.

Corporate Customer Name

Column displaying the name of each corporate customer displayed in the listing page. Click on a corporate customer name in the column to display detailed information about the corporate customer.

By default, the listing is sorted by the Corporate Customer Name column; click on any other column heading to sort by that column.

Address

Column displaying the first address line for each corporate customer in the listing.

City

Column displaying the city for each corporate customer in the listing.

Country

Column displaying the country for each corporate customer in the listing.

Bank Group

Column displaying the bank group to which the corporate customer belongs.

 
Related Topics

Organisations Overview

Creating Corporate Customers

Viewing Corporate Customers

Editing Corporate Customers

Deleting Corporate Customers