Manage Clients
Maintaining Client's Database for all the clients of a financial institution is one of the important aspects of any financial institution. This client's database includes:
Client's Personal Information (Name, Date of Birth, Client Activation Date. etc)
Client's Loan Portfolio (All the loans that a particular client has, including the statuses of those loans, Repayment schedules, transactions, etc)
Client's Savings Portfolio
Client's additional details
The documents submitted by the client.
Assigned Staff.
Beginning at the main screen, select Clients click on Clients from the drop-down menu. This will launch the Clients page.
Create Client
Click on "Clients" tab on top left, next to Mifos icon on the home page. It opens a new page containing a list of all the clients.
Selecting Legal Form as PERSON
If you are creating legal form for a person, then select Legal Form: as PERSON.
Then continue providing other required fields.
Then Click on Submit button.
Selecting Legal Form as ENTITY
If you are creating legal form for ENTITY, then select Legal Form: as ENTITY.
You then have to fill in some personal information about your family in as seen in the image below:
The person or entity should select a family member who can be contacted in case the client is not available and provide details about him or her.
The information below is related to the family member
You also have to fill in some information in the table below:
For the image above, you need to fill in details about your address, street, state/province, country and postal code.
NOTE: All fields with asterisks are mandatory fields.
You can now click on Proceed.
Then Click on Submit button.
Import Client
select "Import Client" at the top right of the clients page
Once you select "Import Clients", the following page will be shown:
You can select the office, staff and legal form from their respective drop-downs as shown on the screenshot above and download a client template where you will fill in the clients and all the information concerning them.
You can also upload and excel file of the client and information from your computer.
In the screenshot below, we have a table containing the client documents that have been uploaded to the system.
Activate a client
If Client is not activated, while creation then follow these steps:
In the list of Clients, select the client and click on Activate button as shown in the image below.
2. Refer the image below and enter the activation date and click on submit button to activate the client.
Edit an existing client
In order to edit the Client,
Click on Client to view the client
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,
Click on Client to view the client
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 Confirm button.
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
Go to the Client's profile.
Click on "Close" tab
A new window will open. Provide "Closure Date" and "Closure Reason".
Click on "Submit" button to close the Client.
Re-activate client
Follow these steps in order to "Re-activate" a Client
Go to the Client's profile
Click on "Re-activate" button.
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Page:Manage Clients
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