1.3.1 Customer Search

The Customer Search is located in the Branch Dashboard and Teller Transaction screens. It is used to query and find a specific customer account.

User can use Customer Search to query and find a specific customer account with one of the following information:

• Customer ID

• Customer Name

• Account Number

To find a specific customer account:

1. On the Home screen or the transaction screen, in the Customer Search widget, click Search icon.
   The Customer Search screen is displayed.

   Figure 1-3 Customer Search

   
   

   
   Description of "Figure 1-3 Customer Search"

   
   
2. On the Customer Search screen, query the details. For more information on fields, refer to the field description table.

   Table 1-3 Customer Search - Field Description

   Field	Description
   Customer ID	Specify the customer ID which the details need to be queried.
   Customer Name	Specify the name of the customer for which the details need to be queried.
   Account Number	Specify the account number for which the details need to be queried.
   Search	Click Figure 1-4 Search to get the results for the specified Customer ID, Customer Name, or Account Number.
   Reset	Click Reset to clear the search results.
   Customer Results	Displays the customer search results.
   Customer ID	Displays the customer ID.
   Customer Name	Displays the customer's name.
   Account Details	Displays the account search results.
   Account Number	Displays the account number.
   Account Name	Displays the description of the account.
   Account Currency	Displays the currency of the account.