Manage Data Tables
Add new extra fields to any entity in the form of data table.
> Admin >System >Manage Data tables
a) View additional tables
- No info available until data tables have been created
b) Create Data Table
- 1. Click the blue Create Data tablebutton at the top-right of the screen.
- 2. Complete the information:
- a. Data table Name
- b. Application table name – drop down
- c. Multi-row – button
- d. Add Columns
- e. Select Column type – drop down, dependant on Adding Columns
- 3. Click Submit.
- Used to define in the system for: Client, Group, Center, Loan, Office, Savings Accounts
- Build examples/screenshots of this is done – Process
c) Register Data Table
- Click Save to complete the creation process
Templates (User Created Documents)
>Admin >Templates
a) View templates
- A list of current templates displayed
- Click on each template to see it’s details
- Once selected you may edit or delete the template
b) Create template
- 1. Click the blue Create Template button at the top-right of the screen
- 2. Select the Entity from the drop down menu – Client or Loan
- 3. Select the Type from the drop down menu – only Document available
- 4. Name the Template in the field provided
- 5. Fill in the Template details and styles in the provided space
- 6. Click Submit
Associated Workflows
Available Actions