Importing Multiple Fixed Deposit (FD) Accounts for the Same Member
The system has been enhanced to allow the import of multiple Fixed Deposit (FD) accounts with the same product name for a single member, offering greater flexibility in managing FD accounts.
Follow the steps below to execute the process:
- Search for the Member: Go to the client section and search for the member whose FD accounts you want to import.
- Download Template: Navigate to the Import section, click on Account, and then click on Download Template at the top.
- Enter Loan Details: Using the downloaded template, enter the loan details, including the same loan product for multiple loan accounts.
- Upload the Data: Click on Upload, fill in all the required details, and then click on Upload again to proceed.
- Confirm and Submit: Once the data is uploaded, verify the information, and click on Submit to complete the process.
By following these steps, you can easily import multiple FD accounts for the same member, streamlining account management.