Rather than being restricted to 4 share, 4 loan accounts etc, the credit union can offer a variety of products. A plethora of criteria allow you to specify account restrictions and availability.
Depending on the product type selected, the criteria you can specify on the frame on the left of the screen will change as shown below:
Share product selected |
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Loan/RC product selected |
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Most variables have a drop-down list of pre-defined options.
Loan/RC forms can be automatically filled in and printed automatically via Curtains. Click the to setup your forms.
Document setup |
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On each product it is essential to enter the nominal codes that will be used in conjunction with the product.