Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

-        Click Save to complete the creation process

 

This section assumes that the Mifos Community App has been successfully downloaded and installed on the local device. Once that is accomplished the next step is to customize Mifos for your organization’s needs and approach. This can be done using drop-down menus found along the top of the home screen. Follow these steps to log-in to the system:

  1. Type username:  Type your <Username>
  2. Type password:  Type your <Password>
  3. Click Sign In.

 Tip: Need help downloading and/or installing the Mifos Community App? Please see the Installation section of this manualAdministration is a drop-down menu that can be accessed from anywhere within the Mifos system. It is a home to several options which allow you to customize the Mifos experience to the needs of your organization.

Tip: When beginning to use Mifos X, please refer to the Initial System Setup and General Navigation sections of this manual for guidance.


To access the Administration menu and the options within, click on the Admin button on the top of the screen:

Image RemovedImage Added


This will open a drop-down menu below , which allows you to select one of the five Administration options by clicking on your choice. Under this menu there are links to , you can find the following menu options: 

Users:

Create, edit and organize user profiles for the Mifos X system.

Organization:

Access the Organization menu.

System:

Access the System menu.

Products:

Access the Products menu.

Templates

 

 

 

:

Create, edit and organize templates for the Mifos system.





Panel

On this page:

Child pages (Children Display)
sorttitle

Related pages:

 

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:
    1. a.     Data table Name
    2. b.     Application table name – drop down
    3. c.     Multi-row – button
    4. d.     Add Columns
    5. 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

    modified

    Related pages: