Action | State |
---|---|
Create client | Pending for approval |
Activate | Active |
Close | Closed |
Reject | Rejected |
Withdrawn by client | Withdrawn |
Delete | Deleted |
Reactivate | Active |
On create creating a new client, it moves into the "Pending " for approval" state. From the approval state, it can beundergo the following transitions:
>>
- On clicking on "Activate", the client gets "Active".
- OR
- On clicking on "Close", the client gets "Closed".
- OR
- On clicking on "Reject", the client gets "Rejected".
- OR
- On clicking on "Withdrawn by client", the client gets "Withdrawn".
- OR
- On clicking on "Delete" the client gets "Deleted". Once a client gets deleted, it
- won't show up anywhere in
- Mifos X.
- If the client is in the "Closed" state, it can be "Reactivated" to make it "Active".
- If the client is in the
- following states: Rejected/Withdrawn/Deleted, it
- cannot be Activated again.
NoteNOTE:- For below mentioned action's For the actions mentioned below, we need to update reason reasons as mentioned below in the Code values(Admin>>System>>CodeValues (for more information, navigate to Admin >> System >> Code) :-
Action | Reason |
---|---|
Close | Client closure reason |
Withdraw | Client |
withdrawal reason | |
Reject | Client |
Rejection reason |
Info |
---|
Link for Reference |
: |
Manage Clients |
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