> For the complete documentation index, see [llms.txt](https://docs.mifos.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mifos.org/mifosx/user-manual/for-all-users/untitled/clients-groups-centers-navigation.md).

# Clients-Groups-Centers Navigation

1. To view information related to Clients, Groups and Centers, click on the '**Institution**' tab to see the following drop down menu which shows **Clients**, **Groups,** and **Centers** sub-menu tabs.
2. **Clients Navigation:**

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2F92R1S8CZPtrfhC556suy%2FScreenshot%202022-11-14%20at%203.13.39%20PM.png?alt=media&amp;token=97274212-b400-429c-8eef-9f2a91a0bf2c" alt=""><figcaption></figcaption></figure>

\
i.  Click on **Clients** sub-menu under the [Clients](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-clients.md) tab to see the list of clients (*as shown below*).&#x20;

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FNiWgZHH2PaFHO6TUXxJr%2FScreenshot%202022-11-14%20at%203.14.26%20PM.png?alt=media&amp;token=faed5c8f-6df1-4336-9b54-4208d042f4d8" alt=""><figcaption></figcaption></figure>

&#x20;ii. It shows a list of clients with their name, account number(client #), status, office and staff.\
&#x20;iii. It has a **Search** menu where you can search clients by typing their names. \
&#x20;iv. You can create a new client by clicking on '+**Create Client**' button

<div align="left"><img src="https://mifosforge.jira.com/wiki/download/thumbnails/82706657/create_client.PNG?version=1&#x26;modificationDate=1555191475962&#x26;cacheVersion=1&#x26;api=v2&#x26;width=100" alt=""></div>

&#x20;([Click here](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-clients.md) to see how to create client). \
&#x20;v. You can import a client by clicking on '**Import Client**' button&#x20;

<div align="left"><img src="https://mifosforge.jira.com/wiki/download/thumbnails/82706657/import_client.PNG?version=1&#x26;modificationDate=1555191533282&#x26;cacheVersion=1&#x26;api=v2&#x26;width=100" alt=""></div>

&#x20;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**':

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FoY9sv68T5aPN7nwpcjgq%2FScreenshot%202022-11-14%20at%203.17.01%20PM.png?alt=media&amp;token=8c3bc3d2-e81e-4067-b56b-9fe13dfa60ad" alt=""><figcaption></figcaption></figure>

&#x20;vi. **Client Status** may be **Active**, **Pending,** or **Closed**. \
&#x20;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:

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FpZ3hnfvXYt3qBUU8YsRY%2FScreenshot%202022-11-14%20at%203.18.52%20PM.png?alt=media&amp;token=f1be16cb-f641-4dcc-a0ba-2f712fcb9c15" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2F1QbiU7yOxWAlF6fQkV67%2FScreenshot%202022-11-14%20at%203.19.39%20PM.png?alt=media&amp;token=140fc9c0-1866-49d3-a37b-5f892b7d6c5b" alt=""><figcaption></figcaption></figure>

**3. Groups Navigation:**

&#x20;i. Click on **Institution** main menu and then click on **Groups** sub-menu to see the list of groups as shown below.

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2Fa0EJ6c0KWwArxScfaKA5%2FScreenshot%202022-11-14%20at%203.20.41%20PM.png?alt=media&amp;token=319d06bc-9d44-46f0-b10b-4211a3413270" alt=""><figcaption></figcaption></figure>

&#x20;ii.  It shows list of groups with their names, group status and their associated offices.\
&#x20; iii. Using the **Search** menu on the top of the page, you can search for specific groups by typing their name in the text field provided.

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FepTGePLhL5ZN9l78Jbp9%2FScreenshot%202022-11-14%20at%203.22.27%20PM.png?alt=media&amp;token=7651d547-1f62-495a-ba74-8265ce7c09e1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FV2VFdVZ03oxmPzlOt8ka%2FScreenshot%202022-11-14%20at%203.23.59%20PM.png?alt=media&amp;token=f7ebe1e0-40d9-4255-bf7c-db8623db902e" alt=""><figcaption></figcaption></figure>

iv. To create a new group, click on +**Create Group** tab

![](https://mifosforge.jira.com/wiki/download/thumbnails/82706657/create_group.PNG?version=1\&modificationDate=1555191835541\&cacheVersion=1\&api=v2\&width=100)

&#x20;([Click Here](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-groups.md) to see how to create a group)\
&#x20;v. To see the information regarding any group, click on the name of the group.

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FzsC3I8qnVeWNnbt7rvTR%2FScreenshot%202022-11-14%20at%203.24.49%20PM.png?alt=media&amp;token=1a6b43bb-f68e-49a1-88f6-fd857ea824f3" alt=""><figcaption></figcaption></figure>

&#x20;vi.  This shows a list of clients in the Group, Group Meeting information and Group profile.\
&#x20;vii. You can create JLG (Joint Liability Group) Loan Application for each client by clicking on '+**JLG Loan Application**' or for multiple clients by clicking on '**Bulk JLG Loan Application**' ([Click here](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/loan-accounts/how-to-process-bulk-jlg-loan-application.md) to see how to create JLG Loan Application)\
&#x20;viii. You can create 'Group Saving Application' and 'Group Loan Application' on this page. \
&#x20; ix.  [Click Here](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/saving-accounts/how-to-create-group-saving-account.md) to see how to create Group Saving Application\
&#x20; x.   [Click Here](/mifosx/user-manual/for-operational-users-mifos-x-web-app/accounts-and-transactions/loan-accounts/how-to-create-group-loan-account.md) to see how to create Group Loan Application.\
4\. **Centers Navigation:**

&#x20; i.  Click on **Institution** main menu and then click on **Centers** sub-menu to see the list of centers as shown below.  &#x20;

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FDmnSIx1iDyK7G7EfoRVR%2FScreenshot%202022-11-14%20at%203.25.54%20PM.png?alt=media&amp;token=913af795-7dab-4f0a-a058-2c120f87c5c9" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2F1yWMvFFKKSILjeRvReR8%2FScreenshot%202022-11-14%20at%203.28.04%20PM.png?alt=media&amp;token=26f04a76-489c-4093-9867-325658a168d4" alt=""><figcaption></figcaption></figure>

ii.  It shows list of centers with their name, center status and the office it belongs to. \
iii. Using the Search menu, you can search the center by typing its name.\
iv. To create a new center, click on '+**Create Center**'( [Click Here](/mifosx/user-manual/for-administrators-mifos-x-platform/clients-groups-and-centers/manage-centers.md) to see how to create center). You can import a center by clicking on '**Import Centers**' button which allows you to upload an Excel file containing the center's information from your computer. The following window opens when you click on '**Import Centers**':

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2F21wfreULoPBliF9WJ0WQ%2FScreenshot%202022-11-14%20at%203.28.44%20PM.png?alt=media&amp;token=5ff8ddfd-45d9-4073-9343-a114ae89c8bc" alt=""><figcaption></figcaption></figure>

v. To see the information regarding any center, click on the name of the center.   &#x20;

<figure><img src="https://2235457518-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lb-oDYAENt-r5hW1bjo%2Fuploads%2FNjMPtG0vwQzDfgWNYBlM%2FScreenshot%202022-11-14%20at%203.30.02%20PM.png?alt=media&amp;token=1f08146f-2dfc-4802-b56b-442ab23570ee" alt=""><figcaption></figcaption></figure>

vi.  This shows a list of Groups in the Center, Center Meeting information and Center profile.\
vii. To create a new Group under center, click on '+**Add Group**'.

![](https://mifosforge.jira.com/wiki/download/thumbnails/82706657/add_group.PNG?version=1\&modificationDate=1555192267796\&cacheVersion=1\&api=v2\&width=80)

viii. To add existing group to the center, click on '**Manage Groups**'

![](https://mifosforge.jira.com/wiki/download/thumbnails/82706657/manage_groups.PNG?version=1\&modificationDate=1555192304790\&cacheVersion=1\&api=v2\&width=120)

&#x20;.
