HINT: |
Compulsory fields for Borrower (apart from any Validation Rules are Barcode, Borrower Surname, Borrower Type and Address 1) |
Validation Rules apply to each Borrower Type and can be customised. To display the Validation Table, go to Main > Borrowers > Borrower Types screen and press F8 Validtn. Any Y entries will make the field mandatory
Completing the Borrower Suburb table with local information (Nearby Suburbs, Towns etc.) can assist when entering new addresses. This screen can be accessed from Main > Borrowers > Borrower screen, Application > Borrower Suburbs. Enter the suburb list with the correct postcode and choosing the suburb can bring in the suburb details into the address text box in the correct case e.g. Upper Case, saving time and making addresses more consistent.
Once entered and saved, Address 1 can be searched e.g. Phone No., Street name, Suburb, Postcode etc.
For example, Suburb name & Code can be sorted in Ascending or Descending order. Click on the Column Name and select Asc or Desc.
If the Borrower Type ages are entered, the Borrower Type code will automatically be entered when the Date of Birth is entered e.g. Adult will be entered if the date is entered over 18 years.
This can save a small amount of time when entering new users