New Account Wizard, Account Warnings
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The Account Warnings page, will only show within the New Account Wizard if:

The following grid will appear and can include a number of different messages.

The Client Id and Client Name will not always appear in the Grid for these messages, especially where they relate to Client Statistics. This is due to the fact that the Statistics are for all the Clients that have been included in the Loan; if there is only one client on the loan it should be obvious who the loan is for as this name appears at the tops of the screen.

New Account Wizard, Account Warning Page

Account Warnings

ColumnDescription
AcceptTick the checkbox Checkbox unticked to accept the Alert and allow you to move through the wizard.
ClientThe Client Id.
Drilldown ClientClick on the "Client" image ClientIcon to take you to the Client pages.
Icon

The Icon that is most appropriate will display here.

  • The image Information is an Information icon.
  • The image Warning is an Alert icon.
  • The image Error is a Fail icon.
NameThe Client Name.
SeverityThis will show the Severity of the Account warnings, for example a "Warning" will show as an "Alert".
SummaryA Summary of the Account Warning will show here plus additional information.

Button Strip

IconDefinition
Refresh
Refresh the Account Warnings
PreviewPane
Show/Hide the Preview Pane
Save Default Button
Save defaults for this grid