To view information related to Clients, Groups and Centers, click on the 'Clients' tab to see the following drop down menu which shows Clients, Groups and Centers sub-menu tabs.
i. Click on Clients sub-menu under the Clients tab to see the list of clients (as shown below).
ii. A list of Clients will be displayed along with their Names, Account Numbers (Client #), Status, Offices and Staff.
iii. The page also has a Search menu on the top where you can search for clients by typing their Names.
iv. You can create a new Client by clicking on the '+Create Client' button (Click here to see how to create Clients within Mifos X).
v. You can import a Client by clicking on the 'Import Client' button which allows you to upload an Excel file containing the client's information from your computer. The following window appears when you click on 'Import Client':
vi. Client Status may be Active, Pending or Closed.
vii. To see more information about any client (including their personal profile, loan accounts and saving accounts), click on the client name. The following window will appear: