The Navigation tool Tool enables you to quickly navigate through the offices, loan officers, centers, groups and clientsOffices, Loan Officers, Centers, Groups and Clients within Mifos X. It provides a very good filtering efficient mechanism so that allows you can to quickly filter through and navigate to a particular group groups or client clients under a specific office.
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How To Use the Navigation
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Tool
Click on the Navigation at the left panel Navigation option in the Side Bar Menu.
- Once you click on the Navigation panel, the following window appears, which . This window has clickable buttons in order that allow you to navigate through offices, loan officers, center, groups and clients.
- Click on 'Offices (Head Office)' to see the list of branch offices.
- Here, click on any office (say for example: Head Office) to see the list of loan officers.
- There In this example, there is one loan officer (Andere, Erick) under the our selected branch office (Head Office). Click on the loan officer's name (Andere, Erick, in this example) to see the list of centers managed by himthem.
- As you can seeshown in the screenshot below, there is one center which is managed by our selected loan officer (Andere, Erick). Click on any specific center to see the list of groups under that center.
- You can now see that there are four groups and it can also provides view the center activation date. Click on any group to see the list of clients under that group.
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- There are four clients under the group 123A. In order to see the overview of any particular client, click on the name of the clientclient's name.
- Here In this example, the client , 'Test Client' is has been selected. It shows the The following is displayed:
1. Client's personal profile.
2. List of loan accounts held by the client (and their overview.)
3. List of savings accounts held by the client (and their overview.) - If you click on the Client's name (Test Client, in this example), it goes redirects you to the client's profile.
