Engeri y'okufunamu mmemba

Ekifunze

Noonya omu ku bammemba ku lupapula lwa Clients ng'okozesa erinnya lyabwe, Member Id, nnamba y'ekyokulabirako oba nnamba y'essimu. Ebitundu 2 · Amasitepu 5. Era kiyitibwa: noonya mmemba, noonya omukasitoma.

Ebyetaagisa

  • Okuyingira mu CAMS.
  • Ekintu ky'okunoonyezaako: erinnya lya mmemba, Member Id, nnamba y'ekyokulabirako oba nnamba y'essimu.

Amasitepu

  1. Yingira mu CAMS.

  2. Mu menu y'oku kkono, nyiga ku Client. Olupapula lwa Clients lulaga abammemba n'ebibinja byo; linda okutuusa emigereko egya ddala n'olunyiriri olugamba "Showing … entries" lwe birabika.

    Olupapula lwa Clients, nga Client ekomezeddwako akabonero mu menu y'oku kkono
    Figure 1: Olupapula lwa Clients, nga Client ekomezeddwako akabonero mu menu y'oku kkono

  3. Nyiga mu kifo ky'okunoonyezaamu ekya Search waggulu w'olukalala era wandiika ky'omanyi: ekitundu ky'erinnya, Member Id, nnamba y'ekyokulabirako oba nnamba y'essimu.

    Olupapula lwa Clients nga akasanduuko ka Search kakomezeddwako akabonero waggulu w'olukalala lw'abammemba
    Figure 2: Olupapula lwa Clients nga akasanduuko ka Search kakomezeddwako akabonero waggulu w'olukalala lw'abammemba

  4. Nyiga Enter. Olukalala kati lulaga bammemba bokka abakwatagana.

  5. Nyiga ku mugereko gwa mmemba. Ekiraga obukulu bw'omuntu kiggula ku tab ya Summary; omutwe gulaga erinnya lyabwe, Member ID, Status, KYC Status, Phone Number ne Type. Amatab agali wansi gakulungamya ku Accounts zaabwe, KYC n'ebirala.

    Ekiraga obukulu bw'omuntu kigguddwa ku tab ya Summary, nga tab strip ekomezeddwako akabonero
    Figure 3: Ekiraga obukulu bw'omuntu kigguddwa ku tab ya Summary, nga tab strip ekomezeddwako akabonero

Akabonero: Member Id y'ekintu ekisinga obwesigwa okukwatagana mu lukalala olunene. Nnamba z'essimu n'emmeezi bisobola okulabika nga bikwekeddwa kitundu ku lukalala olw'obutebenkevu; ebiwandiiko ebyenkana byonna birabika ku kiraga obukulu bw'omuntu singa ekifo kyo kikikkiriza.

Akamanyiso: Okulambula oba okukuba olukalala mu kifo ky'ekyo, kozesa obukulembeze bw'olupapula wansi w'olukalala, oba ReportsClientClient List Report.

Ebizibu ebya bulijjo & Ebibuuzo ebya bulijjo

  • Tewali kye kirabika. Kebera enkozesa y'ennyukuta, oba noonya ng'okozesa Member Id oba nnamba y'essimu mu kifo ky'ekyo. Oluvannyuma, ggyamu Type, Status n'ekintu kyonna ekiri wansi wa Add Filters — kimu ku byo kiyinza okuba nga kikweka mmemba.
  • Ebirabika bingi nnyo. Wandiika ekitundu ekisinga obunene eky'erinnya oba ID, oba funza olukalala n'ebyokufunza ebyo bye bimu.
  • Nzigudde omuntu atali ye. Nyiga ku Exit ku kiraga obukulu bw'omuntu okudda ku lukalala lwa Clients, oluvannyuma noonya nate.
  • Mmemba taliiko ddala. Ayinza okuba nga tannawandiisibwa — laba Engeri y'okugattamu mmemba omupya.

Ddayo ku musomo: CAMS Ebikulu eby'Obukulembeze