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:
ii. It shows a list of clients with their name, account number(client #), status, office 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 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 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:
3. Groups Navigation:
i. Click on Institution main menu and then click on Groups sub-menu to see the list of groups as shown below.
ii. It shows list of groups with their names, group status and their associated offices.
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.
iv. To create a new group, click on +Create Group tab
(Click Here to see how to create a group)
v. To see the information regarding any group, click on the name of the group.
vi. This shows a list of clients in the Group, Group Meeting information and Group profile.
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 to see how to create JLG Loan Application)
viii. You can create 'Group Saving Application' and 'Group Loan Application' on this page.
ix. Click Here to see how to create Group Saving Application
x. Click Here to see how to create Group Loan Application.
4. Centers Navigation:
i. Click on Institution main menu and then click on Centers sub-menu to see the list of centers as shown below.
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 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':
v. To see the information regarding any center, click on the name of the center.
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'.
viii. To add existing group to the center, click on 'Manage Groups'
.
Last modified 4mo ago