Person List (Retirement Fund)

To select a person, select Person List from the sub-menu on the left.

 

The JU1BA Search Criteria screen will be displayed.

 

 

Capture data as follows to search for a person:

Starting with

To find all persons from a specific starting point, enter the surname (or part thereof).

Filter by

To find a specific person, enter the surname. The following person details can also be entered to further refine the search:

-          - Surname

-          - Initials

-          - First Name

-          - Date of Birth (DOB)

-          - ID Number

-          - Company Reference Number

-          - Postal Code

-          - Address First Line

Click OK. The JU1BA Client List screen will display the results of the search.

 

 

To search on a membership, click SEARCH ON MEMBERSHIP on the JU1BA Search Criteria screen.

 

The JU3AO Search Criteria screen will be displayed.

 

 

For more information on using this screen refer to

Members

Finding Members