The Navigation tool enables you to quickly navigate through the offices, loan officers, centers, groups and clients. It provides a very good filtering mechanism so that you can quickly navigate to a particular group or client under specific office.
Procedure to use the Navigation tool
Click on the Navigation at the left panel.
- Once you click on Navigation panel the following window appears, which has clickable buttons in order 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 Head Office) to see the list of loan officers.
- There is one loan officer(Andere, Erick) under the branch office Head Office. Click on loan officer name(Andere, Erick) to see the list of centers managed by him.
- As you can see, there is one center which is managed by Andere, Erick. Click on any specific center to see the list of groups under that center.
- You can see there are four groups and it also provides center activation date. Click on any group to see the list of clients under that group
.
- There are four clients under the group 123A. In order to see the overview of any particular client, click on the name of the client
- Here the client, 'Test Client' is selected. It shows the following:
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 Client's name(Test Client), it goes to the client's profile.
