Synergi User Manual

Front Desk Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Main (Panel)
New Account Transaction	This is the button to be clicked once, in order for system to display the Let’s Begin Creating New Transaction window, upon successfully validated the account information inputted.

Main (Panel)

New Account Transaction

This is the button to be clicked once, in order for system to display the Let’s Begin Creating New Transaction window, upon successfully validated the account information inputted.

Account Search Criteria (Panel)
Please Enter Search Value	This is the value to be used to search for the related customer record. Note: If the value inputted into this field is relating to Account No., Name or ID No., user can click the related button, accordingly.
Account No.	This is the button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing account numbers.
Name	This is the button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer names.
ID No.	This is the button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer identification numbers.

Account Search Criteria (Panel)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Note: If the value inputted into this field is relating to Account No., Name or ID No., user can click the related button, accordingly.

Account No.

This is the button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing account numbers.

Name

This is the button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer names.

ID No.

This is the button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer identification numbers.

Accounts Listing (Pop-Up Window)
Please Enter Search Value	This is the value to be used to search for the related customer record. Note: If the value inputted into this field is relating to Account No., Name or ID No., user can click the related button, accordingly.
Account No.	This is the button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing account numbers.
Name	This is the button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer names.
ID No.	This is the button to be clicked once, to search and retrieve the relevant customer records. Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer identification numbers.
ID No.	This is the identification number of an individual customer.
Name	This is the customer name of the credit facility account and is associated with the 'ID No.' column.
Account No.	This is the system generated unique reference number of the respective credit facility account.
Product Description	This is the unique code and description of respective product or credit facility of the account, e.g., PF002 - Single Tier Fast Cash Flat.
Ccy	This is the currency code, e.g., MYR - Malaysian Ringgit, of the product or account.
Relationship	This is the code and description of the relationship of the customer to the credit facility account displayed at the 'Account No.' field, e.g., M - Main Holder.

Accounts Listing (Pop-Up Window)

Please Enter Search Value

This is the value to be used to search for the related customer record.

Note: If the value inputted into this field is relating to Account No., Name or ID No., user can click the related button, accordingly.

Account No.

This is the button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing account numbers.

Name

This is the button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer names.

ID No.

This is the button to be clicked once, to search and retrieve the relevant customer records.

Note: Click once on this button if the value inputted at the 'Please Enter Search Value' search criterion field, is related to existing customer identification numbers.

ID No.

This is the identification number of an individual customer.

Name

This is the customer name of the credit facility account and is associated with the 'ID No.' column.

Account No.

This is the system generated unique reference number of the respective credit facility account.

Product Description

This is the unique code and description of respective product or credit facility of the account, e.g., PF002 - Single Tier Fast Cash Flat.

Ccy

This is the currency code, e.g., MYR - Malaysian Ringgit, of the product or account.

Relationship

This is the code and description of the relationship of the customer to the credit facility account displayed at the 'Account No.' field, e.g., M - Main Holder.

The Accounts Listing panel will pop up if there are more than one customer record found.
The purpose of this Accounts Listing panel is for user to select a relevant account record.

Let’s Begin Creating New Transaction (Pop-Up Window)
Account No.	This is the system generated unique reference number of the respective credit facility account.
Account Status	This is the status of the respective credit facility account, e.g., A - Active. Note: Transactions can only be performed on accounts that are in 'Active' status.
Customer Name	This refers to the customer name of the main holder of the selected credit facility account.
Product Summary	This is the brief description of the product or facility contained in the credit facility account. Presently the brief details in this field follows the (Currency, e.g., MYR/ Module Code, e.g., LN/ Product Code, e.g., PF002) format.
Transaction List	This is the available unique code and description of the respective transaction that user can perform, e.g., 01000 - Repayment and 01210 - Full Redemption, on the selected credit facility account.
Transaction Currency	This is the transaction currency code, e.g., MYR.

Let’s Begin Creating New Transaction (Pop-Up Window)

Account No.

This is the system generated unique reference number of the respective credit facility account.

Account Status

This is the status of the respective credit facility account, e.g., A - Active.

Note: Transactions can only be performed on accounts that are in 'Active' status.

Customer Name

This refers to the customer name of the main holder of the selected credit facility account.

Product Summary

This is the brief description of the product or facility contained in the credit facility account. Presently the brief details in this field follows the (Currency, e.g., MYR/ Module Code, e.g., LN/ Product Code, e.g., PF002) format.

Transaction List

This is the available unique code and description of the respective transaction that user can perform, e.g., 01000 - Repayment and 01210 - Full Redemption, on the selected credit facility account.

Transaction Currency

This is the transaction currency code, e.g., MYR.

The purpose of this window is for user to select a relevant transaction to be performed.
This window will be displayed, after user has either inputted an one any only valid account number, or double-click once on an account record at the Account Listing pop-up window.