{"id":5673,"date":"2021-07-14T09:56:25","date_gmt":"2021-07-14T09:56:25","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/client\/"},"modified":"2021-09-11T13:52:42","modified_gmt":"2021-09-11T13:52:42","slug":"client","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/client\/","title":{"rendered":"Client"},"content":{"rendered":"\t\t
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In client creation, you can create an application and update all the information about the client who can avail a Loan Products, Savings Products, Share Products, Line of Credit Products, Fixed Deposit Products, and Recurring Deposit Products from your office.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Click on the Clients tab in the menu and select Clients.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Client\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It opens a new page that contains a list of all existing clients. Now click on the Create Client<\/span><\/b> button. If you want to import the client details you can go to\u00a0Import Clients.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Create\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tIn the Create Client form update the required details\u00a0(Note: Fields with an asterisk(*<\/span>) are Mandatory)<\/em><\/strong>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Select Legal Form as Person<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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In the Legal Form, select the value as a Person if you’re onboarding an individual as a borrower.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Field Name and Description \n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Create Client\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • Office(<\/b>*<\/span><\/b>) –<\/b> Select the office to which the client should be associated<\/li>
  • Legal Form –<\/b> Choose the value from the drop-down (Person refers to an Individual & Entity refers to an Organization)<\/li>
  • First Name(<\/b>*<\/span><\/b>) – <\/b>Specify Client\u2019s First Name<\/li>
  • Middle Name – <\/b>Specify Client\u2019s Middle Name<\/li>
  • Last Name – <\/b>Specify Client\u2019s Last Name<\/li>
  • Mobile Number(<\/b>*<\/span><\/b>) – <\/b>Enter Client\u2019s Mobile Number<\/li>
  • Date of Birth – <\/b>Select the Client\u2019s Date of Birth<\/li>
  • Client Type – <\/b>Select the Client\u2019s type from the drop-down. You can change this as per your requirements in Manage Codes (eg., Student, Salaried, etc.,). You can add your client type in the \r\n Admin><\/b<\/span>System><\/b<\/span>Manage Codes<\/b<\/span>>ClientType<\/b<\/span>>Add Code Values<\/span> <\/span>\r\n <\/b><\/li>
  • External id – <\/b>Specify any reference unique identifier of the client (i.e, Client\u2019s application number)<\/li>
  • Activation Date (<\/b>*<\/span><\/b>) –<\/b> If you select the Active<\/b> checkbox, it will ask for the client Activation Date. You can only provide the loan once the client’s status has been changed to Active<\/li>
  • Submitted On – <\/b>Specify the application submission date<\/li>
  • Is Minor? – <\/b>If the applicant is Minor select the checkbox
    • Guardian Name – <\/b>Enter the Guardian Name<\/li>
    • Guardian PAN – <\/b>Enter the Guardian PAN<\/li>
    • Guardian DOB – <\/b>Enter the Guardian DOB<\/li><\/ul><\/li>
    • Staff – <\/b>Specify the Name of the applicant is associated with your organization<\/li>
    • Is Staff? –<\/b> Click on the check box if the applicant is your staff<\/li>
    • Email Address –<\/b> Enter the Email of a person<\/li>
    • Gender – <\/b>Specify the Gender of a person<\/li>
    • Client Classification – <\/b>Select the Person\u2019s Classification from the drop-down. You can change this as per your requirements in Manage Codes (eg., Individual, Married, etc.,)<\/li>
    • 15H\/15G? –<\/b>Self-declaration form states that one’s income is below the taxable limit and hence tax-free<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Select Legal Form as Entity\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      • In the Legal Form, select the value as an Entity if you\u2019re onboarding an Organization as a borrower.<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Field Name and Description \n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Create Client<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Refer to the above Field Description(B)\u00a0 for the common fields. Below are some <\/span>new fields<\/b> and their <\/span>description.<\/b><\/p>

        • Incorporation Date –<\/b> Select the Entity’s Incorporation Date<\/span><\/li>
        • Incorporation Number – <\/b>Specify Incorporation number<\/span><\/li>
        • Constitution – <\/b>Select the Constitution from the drop-down. You can change this as per your requirements in Manage Codes (eg., Pvt Ltd, Public Ltd, etc.,)<\/span><\/li>
        • Remarks – <\/b>Provide if any remarks<\/span><\/li>
        • Incorporation Validity Till Date – <\/b>Specify the Entity’s Incorporation validity date<\/span><\/li>
        • Main Business Line – <\/b>Select the Main Business Line from the drop-down. You can change this as per your requirements in Manage Code<\/span>s (eg., Pvt Ltd, Public Ltd, Manufacturing, textile, etc.,)<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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          Family Members<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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          Enter family member’s information who can be contacted in case he or she is not available.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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          Field Name and Description \n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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            \n \t
          • First Name(<\/b>*<\/span><\/b>) – <\/b>Specify Client\u2019s First Name<\/span><\/li>\n \t
          • Middle Name – <\/b>Specify Client\u2019s Middle Name<\/span><\/li>\n \t
          • Last Name<\/b> – <\/b>Specify Client\u2019s Last Name<\/span><\/li>\n \t
          • Qualification – <\/b>Specify the <\/span>Qualification<\/span><\/b> of the family member<\/span><\/li>\n \t
          • Age –<\/b> Specify the <\/span>Age<\/span><\/b> of the family member<\/span><\/li>\n \t
          • Is Dependent? <\/b>–<\/b> Select the checkbox if the family member is\u00a0<\/span>Dependent<\/span><\/b><\/li>\n \t
          • Relationship(<\/b>*<\/span><\/b>) –<\/b> Specify the <\/span>Relationship <\/span><\/b>between the Person or Entity with the family member<\/span><\/li>\n \t
          • Profession – <\/b>Specify the profession of a family member<\/span><\/li>\n \t
          • Marital Status –\u00a0 <\/b>Select the <\/span>Marital Status<\/span><\/b> from the drop-down (e.g, Single, Married)<\/span><\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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            Once the details are updated, click <\/span>Submit<\/span><\/b> button<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            Import Clients\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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            If you want to add more clients then you can simply Import the client\u2019s details by clicking on <\/span>Import Clients.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            \n\t\t\t\t\t\t\t\tOnce you click on the Import Clients, choose the excel file to upload the details. On the left side, you can see the <\/span>client template.<\/span><\/b> Choose <\/span>Office<\/span><\/b> as <\/span>Habile <\/span><\/b>(Your office name) and <\/span>Legal Form <\/span><\/b>as <\/span>Personal <\/span><\/b>(Choose as per your requirement). Click on download.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            Open the downloaded template and update the client details which you want to Import.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            Open the downloaded template and there will be 3 sheets.<\/span><\/p>

            • Client Person<\/b> – In this sheet, you need to update your Client details to upload<\/span><\/li>
            • Staff<\/b> – It displays the selected Office Name, as well as the associated Staff List and Staff ID<\/span><\/li>
            • Offices – <\/b>\u00a0It displays the Office name and corresponding Office ID<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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              Field Name & Description\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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              • First Name(<\/b>*<\/span><\/b>) –<\/b> Specify the first name of the client<\/span><\/li>
              • Last Name – <\/b>\u00a0Specify the last name of the client<\/span><\/li>
              • Middle Name – <\/b>\u00a0Specify the middle name of the client<\/span><\/li>
              • Office Name(<\/b>*<\/span><\/b>) – <\/b>Select the Office Name from the drop-down, it displays the office name which you selected while downloading the template<\/span><\/li>
              • Staff Name – <\/b>Choose the Staff Name from the drop-down.<\/span> It displays the <\/span>staff name<\/b> associated with the selected <\/span>office<\/b><\/li>
              • External ID – <\/b>It will automatically display the External ID of the selected staff (e.g, Staff\u2019s reference id for an office\/branch)<\/span><\/li>
              • Active(<\/b>*<\/span><\/b>) – <\/b>Select the value from the drop-down, True denotes the client is <\/span>Active,<\/b> and False denotes the client is <\/span>Not Active<\/b><\/li>
              • Activation date(<\/b>*<\/span><\/b>) ( dd\/mm\/yyyy ) – <\/b>Specifies the Activation Date of the<\/span> Client<\/b><\/li>
              • Submitted On Date(<\/b>*<\/span><\/b>) ( dd\/mm\/yyyy ) – <\/b>Specify the application submission date<\/span><\/li>
              • Mobile Number(<\/b>*<\/span><\/b>) – <\/b>Specify Client\u2019s mobile number<\/span><\/li>
              • Email Address – <\/b>Specify Client\u2019s Email Address<\/span><\/li>
              • Date of Birth ( dd\/mm\/yyyy ) – <\/b>Specify Client\u2019s Date of Birth. It should be in the<\/span> specified date format<\/b><\/li>
              • Client Type – <\/b>Choose the client type from the drop-down<\/span><\/li>
              • Gender – <\/b>Choose the value from the drop-down<\/span><\/li>
              • Client Classification – <\/b>Select the Person\u2019s Classification from the drop-down<\/span><\/li>
              • Is Staff? – <\/b>Select the value from the drop-down, True denotes the client is <\/span>your staff<\/span> and False denotes the employee is not your staff<\/span><\/li>
              • Address Enabled(<\/b>*<\/span><\/b>) – <\/b>Choose the value from the drop-down, <\/span>True <\/b>denotes the address is active, and <\/span>False<\/b> denotes the address is not active<\/span><\/li>
              • Address Type(<\/b>*<\/span><\/b>) – <\/b>Select the address type from the drop-down<\/span><\/li>
              • Street(<\/b>*<\/span><\/b>) – <\/b>Specify the street name of the client<\/span><\/li>
              • Address Line 1,2,3 – <\/b>Specify the address of your client<\/span><\/li>
              • City – <\/b>Specify the City of your Client<\/span><\/li>
              • Postal Code(<\/b>*<\/span><\/b>) – <\/b>Specify the postal code of the client. It should be the correct value<\/span><\/li>
              • Photo – <\/b>Upload any one of the borrower documents (i.e, Aadhar). It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • Passport –<\/b> Specify the Passport number of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • ID – <\/b>Specify any unique id of the client (i.e, Pan). It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • Drivers License – <\/b>Specify the <\/span>driving license number <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • Any Other Id Type – <\/b>Specify if you have another unique client id. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • Aadhaar – <\/b>Specify the <\/span>aadhaar number<\/b> of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • Pan – <\/b>Specify the <\/span>pan number <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • VoterID – <\/b>Specify the <\/span>voter id <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • NationalIDCard – <\/b>Specify the <\/span>national id card number<\/b> of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li>
              • RationId – <\/b>Specify the <\/span>ration id <\/b>of the client. It should be a <\/span>unique value<\/b>, you cannot add the same details to other clients<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                Click on <\/span>Choose File <\/span><\/b>and select the updated template to Import the details.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                Once the data is Imported you can see the clients in the <\/span>View Client <\/span>form.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"List\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                If you want to edit the client details, select the client name and click on Edit.<\/span><\/b><\/span><\/p>

                You can also add the photo of the client.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                Once the client is created you can Activate the status either in <\/span>Create Client<\/span> From or <\/span>View\u00a0<\/span>Client <\/span>form.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                Activation in Create Client Form<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                Click on the Active <\/b>check box and select the Activation date.<\/b><\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                Activation in View Client Form<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                Click on the Activate<\/span><\/b> button and select the activation date in the Activate form.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                You can add the Family Members, Identity, and Documents of a client.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                Add Family Members<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                In this menu, you can add the family Members Details. As we have already added the details we can skip this tab.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Family\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                Adding Identities\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                In this form, you can enter the <\/span>Identity <\/span>details of the client.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Add\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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                <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                Field Name and Description \n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                • Document Type(*<\/span>) – <\/b>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 <\/span>Manage Code<\/span><\/li>
                • Document Status(*<\/span>) – <\/b>Choose the document status Active\/Inactive from the drop-down\u00a0<\/span><\/li>
                • Unique ID(*<\/span>) – <\/b>Specify the unique ID of the document you’ve selected. It will not accept duplicate values.<\/span><\/li>
                • Description –<\/b> Specify if any information about the document.\u00a0<\/span><\/li><\/ul>

                  Once the details are updated, click <\/span>Submit<\/span><\/b>.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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                  Notes<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                  In <\/span>Notes, <\/span><\/b>you can add any additional information about the clients for your future reference.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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                  <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                  \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Add\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                  \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Notes\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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                  \n\t\t\t\t\t\t\t\t \n

                  You can add more notes by clicking the Add<\/span> button.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5667,"menu_order":16,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-5673","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nClient - Wiki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client - Wiki\" \/>\n<meta property=\"og:description\" content=\"In client creation, you can create an application and update all the information about the client who can avail a Loan Products, Savings Products, Share Products, Line of Credit Products, Fixed Deposit Products, and Recurring Deposit Products from your office. 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