👥Clients

This page distinguishes between individual profiles for personal use, institute profiles for organizational representation, and group profiles for collaborative efforts.

Filters

Search for clients. You can search for the name or the phone number.

Select the 10 option to display more, less, or all based on your chosen number.

You can use filters on the client page to view specific information. To find the 'Filters' Button, please locate it on the top right corner of the page.

The filters:

• Branch: When you choose a branch, it will filter clients from only that branch.

• Gender: If you choose 'female', the system will only display female clients and vice versa.

• Savings Account: Sort out clients based on a particular savings account.

• Registration Date Start: Specify the starting date for the range you would like to view.

• Registration Date End: Specify the ending date for the range you would like to view.

Columns

Click the 'Columns' button to select which columns to display and hide. This can help clear up space and show specific columns.

Exporting clients

Export the type of clients you want, such as individual clients, by clicking the vertical ellipsis and selecting "Export to Excel".