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Comment: Add changes requested by Rajan Maurya

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Viewing A List of Deposit Accounts 

 

1. Once you have logged into the Fineract CN Mobile app, you will be greeted with the dashboard page. Here, click the navigation drawer button at the top-left, then select "View Customer" button

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 (Figure 1). You can also click the "View Customer" button (Figure 2).

 

 

 

 

 

 

 

 

 

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2. Here, you'll be presented with a list of customers. To view a customer's deposit accounts, click on the customer.custom

 

3. You are viewing the details of the customer. To view a list of deposit accounts, scroll down the page, and click on the "Deposit accounts" tab.

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  1. Once you are viewing a list of the customer's deposit accounts, click the button with the plus (plus) icon at the bottom-right of your screen. This will launch the new deposit account pagecreation form.

 

2. Select a product (Image Figure 1) and a beneficiary (Image Figure 2)

          

 

3. Once you have entered in the information required, your screen should look like the image below. Click the "Next" button to proceed.

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2. You are now viewing the details of a deposit account. To edit the deposit account, click the edit button on the bottom-right of your screen. This will launch the update deposit account form.

 

3. Update, remove, or add new beneficiaries. Then click next to proceed.

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4. You are now at the overview page. Ensure that all information is correct, then click "Complete" to save your changes.

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