Page Comparison

 Create a Client

1. Click on "Clients" tab on top left, next to Mifos icon on home page. It opens the news page containing list of all the clients. 
2. There is a "+Create Client" tab on top right corner, Click on it to see the following page. 

1. Field Name (attribute)	Description
   Office	Select the office to which Client belongs
   First Name	Provide Client's First Name (Mandatory Field)
   Last Name	Provide Client's Last Name (Mandatory Field)
   Mobile Number	Enter the Client's Mobile Number
   Date of Birth	Enter the Client's Date of Birth using Date Picker
   Client Type	From the drop down, select the client type. This may be individual, business, child, senior citizen. Your organization creates Client Type during Initial Configuration.
   External Id	Give the unique ID which is useful for searching options and whenever client is transferred from one branch to another.
   Client Classification	here you can select indiviidual, married, widow. etc.
   Staff	Assign a staff for the client based on the office
   Gender	Use the drop-down menu to select the gender of client.
   Active	Checking it , will enable one more field, Activation Date. If Client is already activated please provide activation date.
   Open Saving Account	Check this, to create the savings account for the client while client is being created. After checking this, one more field will appear, "select saving account", in order to select the savings product.

Activate a client

If Client is not activated, while creation then follow these steps:

1. In the list of Clients, select the client and click on Activate button as shown in the image. 

    2.   Refer the following image and enter the activation date and click on submit button to activate the client. 

Edit an existing client

In order to edit the Client, 

1. Click on Client to view the client

2. Then Click on Edit button to see the following window:

   3) Enter the details and click on Submit button.

Assign staff to a client

 To assign a staff for the client, 

1. Click on Client to view the client
2. Then click on "Assign Staff" tab. 

Select the staff from drop-down list

Transfer a client

1. Open the list of clients by  clicking on "Clients" tab.
2. Click on the client to view his profile
3. Click on the "Transfer Client" tab

 4.  Select the office to where Client is transferred and then click on Submit button. 

               Image Modified

        5.   A new window will open where you have to click on "Accept Transfer" tab to finish the client transfer.

Close a client

Follow these steps in order to Close a Client

1. Go to the Client's profile. 
2. Click on "Close" tab
3. A new window will open. Provide "Closure Date" and "Closure Reason".
4. Click on "Submit" button to close the Client. 

Re-activate client

Follow these steps in order to "Re-activate" a Client

1. Go to the Client's profile
2. Click on "Re-activate"  button.

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