How to create client in Center
Owned by Mounashree S (Unlicensed)
Navigate to Client>>Center and click on the required center. This will navigate to the screen as shown in the below figure
# | Field Name | Description |
---|---|---|
1. | Add | This is a button provided to create new client |
2. | Manage Members | This is a button provided to add the existing clients |
3. | Transfer Client | This is a button provided to transfer clients linked to the center to a particular group |
4. | JLG Loan Application | This is a button provided to apply JLG loan. Note: The client linked to the center is permitted to apply for only JLG loan in a center. |
Client in the Center is not a default feature. To enable this feature global configuration "center client association" should be enable.