This screen shows the following:
At any point, you can see the history of a savings account: the original application, whether it was approved, and its current status.
At the bottom of the screen, click View Status History.
A screen like the following appears:
On the details page (dashboard) for centers, groups, and clients, performance history is summarized in a box at the upper right.
It includes the following:
In the center, group, or client dashboard (details page), you can see a record of all changes that have been made. At the bottom of that screen, click View Change Log. It might look like the following screen:
You can record any notes about the savings account. To see all notes already recorded, in the recent Notes box at the bottom right of the screen, click See All Notes. Any notes added in other sections, such as account information or adjustments, appear in this section as well.
To add a note, follow these instructions:
There has been error in communication with Booktype server. Not sure right now where is the problem.
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