{"id":7757,"date":"2021-10-21T13:11:08","date_gmt":"2021-10-21T13:11:08","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/clients\/manage-client\/"},"modified":"2021-10-22T11:39:52","modified_gmt":"2021-10-22T11:39:52","slug":"manage-client","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/clients\/manage-client\/","title":{"rendered":"Manage Client"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\tOnce the Client is created it will be displayed in the View Client<\/span><\/b><\/b> form.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\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 a 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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\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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\n\t\t\t\t\t\t\t\tOnce the client is created you can Activate the status either in <\/span>\nCreate Client <\/span><\/b>Form or <\/span>\nView Client<\/span><\/b> form.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Activation in Create Client Form<\/i><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\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

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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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\n\t\t\t\t\t\t\t\tClick on the<\/span>\n Activate<\/span><\/b> button and select the Activation date in the Activation form.\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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You can add the Family Members, Identity and Documents of a Client.<\/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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Add Charges<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It specifies the charges can be added to the particular client.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Menu Name and Description<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • Charges(*<\/span>) – <\/b>Choose the charge you want to include for the particular client. Charges can be added by clicking on <\/span>Admin<\/span> ->> Product<\/span> ->> Charges <\/span>->> Create Charge<\/span><\/b><\/b><\/b><\/b><\/li>
  • Amount(*<\/span>) – <\/b>Specify the amount to be charged for this client<\/span><\/li>
  • Account Type – <\/b>Specify the account type for this charge. i.e., Client, Loan etc.,<\/span><\/li>
  • Account Number –<\/b> Specify the account number of the client.<\/span><\/li>
  • Charge Calculation and Charge time type – <\/b>It will be automatically update as we specified during charge creation.\u00a0<\/span><\/li>
  • Account Number –<\/b> Specify the account number of the client.<\/span><\/li>
  • Due for collection on(*<\/span>) – <\/b>Specify the due date for collection.<\/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

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    Add Family Members\u200b<\/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.<\/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\tClick on <\/span>\n Add Family Member<\/span><\/b> to add the details.\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 updated the Family Members detail click on Submit.<\/span><\/b><\/p>

    Now you can see the able to see the details under Family Members<\/span><\/b> tab.<\/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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    Adding Identities<\/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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    \n\t\t\t\t\t\t\t\tIn this form, you can add the <\/span>\nIdentity <\/span><\/b>details of a client.\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 <\/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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    • 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>\n \t
    • Document Status(*<\/span>) – <\/b>Choose the document status Active\/Inactive from the drop-down <\/span><\/li>\n \t
    • Unique ID(*<\/span>) – <\/b>Specify the unique ID of the document you’ve selected. It will not accept duplicate values.<\/span><\/li>\n \t
    • Description –<\/b> Specify if any information about the document. <\/span><\/li>\n<\/ul>\nOnce the details are updated, click <\/span>Submit<\/span><\/b>.<\/span>\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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      \n\t\t\t\t\t\t\t\tIn <\/span>Notes, <\/span><\/b>you can add any additional information about the clients for your future reference.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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