If want see information related to Clients, Groups and Centers, click on 'Clients' tab to see following drop down menu which shows Clients, Groups and Centers sub-menu tabs.
Clients Navigation:
i. Click on Clients sub-menu tab to see the list of clients as shown below.
ii. The Clients sub-menu tab shows list of clients with their name, account number(client #) , status, office and staff.
iii. It is provided with search menu using which you can search the clients by typing their name.
iv. You can create a new client by clicking on '+Create Client' button. (Click here to see how to create client)
v. Client Status may be Active, Pending or Closed.
vi. To see the information regarding any client,that is his personal profile, loan accounts and saving accounts, click on any particular client and the following window will appear..
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