Login to the dashboard using the credentials given to you through email or any other mode of communication.
Go to the settings -> Organisation Settings at the button left of the modules
Set the following required parameters:
- Client Types i.e Member, client, Individual, etc
- Titles i.e Mr., Mrs., Dr., Eng. etc
- Professions i.e Teacher, Engineering, Accountant, etc
- Currencies i.e UGShs, USD, etc
- Payment Types i.e Cash, Mobile Money, Cheque, etc
- Funds i.e Client, Donations, Grants, etc
- Loan Purposes i.e Business, Housing, etc
3.Add Clients/ Members
To add a 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: Set the title of the client from the drop-down having different options we created in the Basic Settings
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 is selected from a drop-down having the options we created in the Basic Settings
Type: The type or category of the client is selected from a drop-down having the options we created in the Basic Settings
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 into the system