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 tab to see the list of clients as shown below.
ii. It shows a list of clients with their names, account numbers(client #), statuses, offices and staff.
iii. It has a Search menu where you can search clients by typing their names.
iv. You can create a new client by clicking on '+Create Client' button. (Click here to see how to create client).
v. You can import a client by clicking on 'Import Client' button which uploads an Excel file from your computer, containing the client's information. The following window appears when you click on 'Import Client':
vi. Client Status may be Active, Pending or Closed.
vii. To see the information regarding any client – that is his/her personal profile, loan accounts and saving accounts, click on the client name and the following window will appear: