Clients

• Clients
  • View Clients
  • Add Client
  • Client Details
    • Accounts
    • Identification
    • Next Of Kin
    • Login Details
    • Files

View Clients

Clicking View Clients will open clients list page. On this page you will see a table with columns below:

• Name: The name of the client
• Type: The asset type
• System ID: The system id of the client
• External ID: The external id of the client, you may use your manual file number here.
• Gender: The gender of the client
• Mobile: The mobile number of the client
• Status: The status of the client. Only active clients will be shown on the clients list dropdown
• Branch: The branch of the client
• Staff: The staff assigned to the client
• Action: Further actions that you can take on the row like edit or details

Add Clients

To add new client , click on Clients menu then click Create Client. This will open the client create page offering a series of text inputs. The form contains:

• Branch: The branch of the client
• External ID: The external id of the client, you may use your manual file number here.
• Title: The title of the client. To create titles, go to organisation settings and find titles.
• First Name: The first name of the client
• Last Name: The last name of the client
• Gender: The gender of the client
• Marital Status: The marital status of the client
• Mobile: The mobile number of the client
• Country: The country of the client
• Date of Birth: The date of birth of the client
• Staff: The staff assigned to the client
• Email: The email of the client. This will be used to send communication emails to the client
• Profession: The profession of the client. To create professions, go to organisation settings and find professions.
• Type: The type or category of the client. To create types, go to organisation settings and find Client Types.
• Photo: The photo of the client
• Address: The address of the client
• Notes: Any additional details.
• Submitted on: The date when the client was entered in the system

Client Details

Clicking details will open the client details page. When a client is initially created, the client will have a status of pending and will not be available for use in other sections of the system. To change client status, click on the current status and a modal will open.

Accounts

This tab will show all accounts linked with the client which includes loans and savings

Identification

This tab will show all client identifications. You can add passport or national id.

Add Identification

To add new identification , click on Add Identification. This will open the identification create page offering a series of text inputs. The form contains:

• Type: The identification type. To create identification types, go to organisation settings and find Client Identification Types.
• ID #: The unique number of the identification
• Photo: The photo of the identification
• Address: The address of the client
• Description: Any additional details.

Next Of Kin

This tab will show all client next of kin.

Add Next Of Kin

To add new next of client , click on Add Next of Kin. This will open the next of kin create page offering a series of text inputs. The form contains:

• Relationship: The Relationship of the next of kin to the client. To create relationships, go to organisation settings and find Client Relationships.
• Title: The title of the client. To create titles, go to organisation settings and find titles.
• First Name: The first name of the next of kin
• Last Name: The last name of the next of kin
• Gender: The gender of the next of kin
• Mobile: The mobile number of the next of kin
• Country: The country of the next of kin
• Date of Birth: The date of birth of the next of kin
• Staff: The staff assigned to the next of kin
• Email: The email of the next of kin.
• Profession: The profession of the next of kin. To create professions, go to organisation settings and find professions.
• Photo: The photo of the next of kin
• Address: The address of the next of kin
• Notes: Any additional details.

Login Details

This tab will show all users linked to the client. These users can login and manage the client account. You can add an existing user or create a new user.

Files

This tab will show all client files.