Manage Clients
Beginning at the main screen, select Clients>>Clients from the drop-down menu. This will launch the Clients page.
Create Client
- Click on "Clients" tab on top left, next to finflux icon on home page. It opens the news page containing list of all the clients.
- Click on tab on top right corner, below shown following page will get opened.
Selecting Legal Form as Person
If you are creating legal form for person, then select Legal Form: as PERSON.
Then follow providing other required fields.
Field Name (attribute) | Description |
---|---|
Office (Mandatory Field) | Select the office to which person should be associated. |
Legal Form | Select Person, by default if nothing is selected it will create as person. |
First Name (Mandatory Field) | Provide Person's First Name |
Last Name (Mandatory Field) | Provide Person's Last Name |
Mobile Number | Enter the Person's Mobile Number |
Date of Birth | Enter the Person's Date of Birth using Date Picker |
Client Type | You can define your own set of type in - Manage Codes, then select those defined drop-downs like child, senior citizen,etc. |
External Id | Provide any reference unique ID. For ex: Person's application sheet number or branch code+person's id number,etc |
Client Classification | You can define your own set of classification in - Manage Codes, then select those defined drop-downs like individual, married, widow, etc.. |
Staff | You need to have defined - https://conflux.atlassian.net/wiki/display/MANUAL/Manage+Employees, wherein you can select the staff from drop-down and associate. |
Gender | You need to have defined Gender in - Manage Codes, then Use the drop-down menu to select the gender of person. |
Active | By checking the check box will enable client activation at this level, You can provide activation date for field - Activation Date. |
Submitted On (Mandatory Field) | Provide application submission date. |
Open Saving Account | Check this, to create the savings account for the client while client is being created. After checking this, one more field will appear, "select saving account", in order to select the savings product. |
Then Click on Submit button.
Selecting Legal Form as ENTITY
If you are creating legal form for ENTITY, then select Legal Form: as ENTITY.
Field Name (attribute) | Description |
---|---|
Office (Mandatory Field) | Select the office to which Entity should be associated. |
Legal Form | Select Entity |
Name (Mandatory Field) | Provide Entity's Name |
Mobile Number | Enter the Entity's Mobile Number |
Incorporation Date | Enter the Entity's Incorporation Date using Date Picker |
Incorporation validity Date | Enter the Entity's Incorporation validity Date using Date Picker |
Client Type | You can define your own set of type in - Manage Codes, then select those defined drop-downs. |
External Id | Provide any reference unique ID. For ex: Person's application sheet number or branch code+person's id number,etc |
Client Classification | You can define your own set of classification in - Manage Codes, then select those defined drop-downs. |
Incorporation Number | Provide Incorporation number |
Main Business line | You can define Main Business line in - Manage Codes, then select those defined drop-downs. |
Constitution (Mandatory Field) | You can define Constitution in - Manage Codes, then select those defined drop-downs like pvt ltd, public ltd,etc. |
Remarks | Provide remarks, if any. |
Submitted on (Mandatory Field) | Provide application submission date. |
Active | By checking the check box will enable client activation at this level, You can provide activation date for field - Activation Date. |
Open Saving Account | Check this, to create the savings account for the client while client is being created. After checking this, one more field will appear, "select saving account", in order to select the savings product. |
Then Click on Submit button.
Activate a client
If Client is not activated, while creation then follow these steps:
- In the list of Clients, select the client and click on Activate button as shown in the image.
2. Refer the following image and enter the activation date and click on submit button to activate the client.
Edit an existing client
In order to edit the Client,
- Click on Client to view the client
Then Click on Edit button to see the following window:
3) Enter the details and click on Submit button.
Assign staff to a client
To assign a staff for the client,
- Click on Client to view the client
- Then click on "Assign Staff" tab.
Select the staff from drop-down list
Transfer a client
1. Open the list of clients by clicking on "Clients" tab.
2. Click on the client to view his profile
3. Click on the "Transfer Client" tab
4. Select the office to where Client is transferred and then click on Submit button.
5. A new window will open where you have to click on "Accept Transfer" tab to finish the client transfer.
Close a client
Follow these steps in order to Close a Client
- Go to the Client's profile.
- Click on "Close" tab
- A new window will open. Provide "Closure Date" and "Closure Reason".
- Click on "Submit" button to close the Client.
Re-activate client
Follow these steps in order to "Re-activate" a Client
- Go to the Client's profile
- Click on "Re-activate" button.
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