Regular customer account types directory

Regular customer account types directory
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Abstract

TfmClientPurseTypes

The Regular customer account types directory is used to manage regular customer account types.

Location of the directory: Transactions - Directories - Regular customer account types.

Figure 7.43. Regular customer account types directory window

Data grid columns:

Name - the name of the regular customer account type.
Description - a brief description of the account type.
Security level - the security level assigned to the regular customer account type.
System is a tag identifying system objects.

The context menu of the directory contains the following commands:

Add (Ins) – adds a new regular customer account type.
Edit (F2) – edits attributes of regular customer account types.
Delete (Del) – deletes regular customer account types from the directory to the Recycle bin.
Account operations – opens the window to view the list of regular customer account operations.
Export – menu with the commands to export files into an external file or update package.
Clipboard – menu with the commands to operate the clipboard.
Print (Ctrl+P) – generates print layouts.
Summary functions – menu with the commands to manage the summary functions of the data grid.
Additional functions – menu with the commands to operate the data grid.

To add new elements to the directory, use the New regular customer account type and New types of regular customer accounts entry windows. To modify attributes of directory elements, use the Regular customer account type and Regular customer account types windows.

When deleting regular customer account types, a confirm delete prompt is used.

To select directory contents from windows of other directories, please use the Select regular customer account type window.