▪️Group

Select 'Group', click 'Add New Client', and fill in the correct information.

Creating a New Client

Fields marked with stars in the client form are mandatory. You must fill in these fields before submitting the form. Other fields are optional, but we recommend filling out as many as you can.

General Information

Key fields under general information:

• Registration Date: You cannot put a date that goes beyond the 'Allowed Days For Back Dating Records' that are set in your bank details.

• Assign Client a Savings Account: Selecting this option will activate the 'Account Type' field where you can choose a savings account for the client. If the client is not saving, leave it unselected.

• Branch: Select the branch that the client will be under.

• SMS Message Consent: Whether the client would like to receive SMS' from your institution or not.

• Group Name

• Primary Phone Number: This number must be unique and not assigned to any other client in your institution.

• Email: Keep in mind that the email should follow the standard structure. For instance, [e-mail].

Group Information

Key fields under group information:

• Members: Search for clients who are part of the group and add them. Keep searching to add more.

Group Details

You can assign designations such as Group Leader, Group Collector, and Group Secretary to members within a group client profile. To do this, navigate to the group client’s details and select Members. Then, click the Action button and choose the option to assign a designation.

Adding and Deleting Members

To add a member, click the Add Member button. If you need to remove a member, use the Remove option available under the Action button.

Ensure that the member you want to add is already created under Individual Clients. Only then will you be able to add them as a member to the group.