Navigation:  Loan Screens > Payee Information Screen > Detail tab > Payee list view

Entry: System, list view

F/M: No

Mnemonic: N/A

Screen: Loans > Payee Information > Detail tab

 

This list view displays all payee records that have previously been set up at your institution.

 

New payees are created (and added to this list view) by clicking <Create New>, entering information in the fields on this tab, and clicking <Save Changes>. To edit an existing payee's information, select that payee in the list view and edit that payee's information in the fields on this tab (the Payee field won't be available for editing). To delete a payee, select that payee in the list view and click <Delete>.

 

Use the Search Range field group to indicate search criteria for payees to appear in this list view.

 

 

This list view displays the Payee number, Name, and any Alpha Search keywords entered for the payee. Click any column header to organize the list view by that column's information type.