How to Search for Customers and Accounts > Customer Search Screen > Search Results/Related Entities list view

The Search Results list view displays search results based on the criteria entered on the top of the screen.

To display detail information in the Related Entities list view:

1.Click on an item in the Search Results list view.

The details display according to the limitations set in the Limit Related Entities To field group.

Up to 150 search results will display in this list view when a search is performed. The number of accounts displayed here is based on a user preference option (setup under Options > User Preferences, General tab in the CIM GOLD menu). If there are more search results available, the message "There are more matching results on file" appears in red letters above this list view. Click the arrow icon to the right to see more results.

To view the highlighted related entity as the primary entity, right-click on the item and select "View as Primary Entity."

NOTE

If you do not have security to see deposit or loan account information (DMDEMP = Y or DMOFAC = Y) for deposit accounts and Hold Code 69 (Officer) or 70 (Employee) for loan accounts, you will not see account balances in the search results list view. Instead of the balance, you will see the word Employee, indicating that one or both of the criteria have not been met.

To enable your employees to view or maintain other employee or officer accounts, the following security options must be set on the System tab of the Security > Setup screen, under FPS PC Applications:

•CIM Can See Employee Dep Accts (Security bit 27)

•CIM Can See Employee Dep Hist (Security bit 38)

•CIM Can See Employee Ln Accts (Security bit 28)

•CIM Can See Employee Ln Hist (Security bit 39)