Manage Client

Once the Client is created it will be displayed in the View Client form.

If you want to edit the client details, select the client name and click on Edit.

You can also add a photo of the client.

Once the client is created you can Activate the status either in Create Client Form or View Client form.

Activation in Create Client Form

Click on the Active check box and select the Activation date.

Click on the Activate button and select the Activation date in the Activation form.

You can add the Family Members, Identity and Documents of a Client.

It specifies the charges can be added to the particular client.

Charges(*) – Choose the charge you want to include for the particular client. Charges can be added by clicking on Admin ->> Product ->> Charges ->> Create Charge
Amount(*) – Specify the amount to be charged for this client
Account Type – Specify the account type for this charge. i.e., Client, Loan etc.,
Account Number – Specify the account number of the client.
Charge Calculation and Charge time type – It will be automatically update as we specified during charge creation.
Account Number – Specify the account number of the client.
Due for collection on(*) – Specify the due date for collection.

Once the details are updated, click Submit.

In this menu, you can add the Family Members Details.

Click on Add Family Member to add the details.

Once updated the Family Members detail click on Submit.

Now you can see the able to see the details under Family Members tab.

In this form, you can add the Identity details of a client.

Document Type(*) – Choose the document type you want to upload from the list. For example Aadhar, PAN etc. For US, it’s SSN no. Click here to know – Add document type in Manage Code
Document Status(*) – Choose the document status Active/Inactive from the drop-down
Unique ID(*) – Specify the unique ID of the document you’ve selected. It will not accept duplicate values.
Description – Specify if any information about the document.