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Centers, Groups, Clients

Windows 7

head-master-

archive #1483

Paweł
Comments
Create new Center with weekly meeting schedule for recently created office without any fees.
Assign recently created Loan officer.
 

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Create new Center with monthly meeting schedule for recently created office without any fees.
Assign recently created Loan officer.
 

(tick)

 
Create new Center with weekly meeting schedule for recently created office with recently created fees.
Assign recently created Loan officer.
 

(tick)

 
Create new Center with monthly meeting schedule for recently created office with recently created fees.
Assign recently created Loan officer.
 

(tick)

 
Check all links on new created Centers 

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Create new Group for recently created Centers without any fees. 

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Create new Group for recently created Centers with recently created fees. 

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Check all links on new created Groups 

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Create new Clients for recently created Groups without any fees. 

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Create new Clients for recently created Groups with fee. 

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Check all links on new created Client 

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Loan Sanity Testing
Comments

Check "View Loan products" link on Admin page  

 
Check 'Define new Loan product' link on 'View Loan products' page 
Check 'Edit Loan product information' and 'View change log' links on 'Loan products details' page 

Create new Loan products for each Interest rate type applicable for Clients with weekly frequency of installments

 

Create new Loan products for each Interest rate type applicable for Clients with monthly frequency of installments

 

Create new Loan products for each Interest rate type applicable for Groups with weekly frequency of installments

 

Create new Loan products for each Interest rate type applicable for Groups with monthly frequency of installment

 
Check 'Approve multiple loans' link on Clients & Accounts Tasks bar on Clients & Accounts page 
Check 'Create multiple Loan Accounts' link on Clients & Accounts page 

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