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. |
If Client is not activated, while creation then follow these steps:
2. Refer the following image and enter the activation date and click on submit button to activate the client.
In order to edit the Client,
Then Click on Edit button to see the following window:
3) Enter the details and click on Submit button.
To assign a staff for the client,
Select the staff from drop-down list
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.
5. A new window will open where you have to click on "Accept Transfer" tab to finish the client transfer.
Follow these steps in order to Close a Client
You may also want to use visual panels to communicate related information, tips or things users need to be aware of. |
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