Attaching transactions to a conversation
Use these instructions to understand how end users attach transactions to conversations in Banno Online.
The end user can also begin a conversation about a transaction or add a transaction to an existing conversation by going to.
- In an existing conversation, select the transaction icon.
Use the search area to narrow down transaction results.
Tip: Select Advanced search to use additional search criteria on the Advanced search screen.
- If using the advanced search, select Search to get results.
- Select the desired transactions, and then select Attach.
- When the transactions are attached and the message is written as desired, select Send.