The individual client can have savings accounts and borrow money according to the rules of your MFI. If the client is associated with a group, that client inherits the loan officer, the meeting schedule, and the meeting location of the group.
Follow these instructions to create a client account.
The following screen appears:
The first section contains personal information. All fields with an asterisk (*) are required.
Field name |
Description |
Example |
|
Salutation |
Mr, Mrs etc. In Mifos, the system administrator can define more salutations. |
Mr. |
|
First Name |
|
Albert |
|
Middle Name |
|
|
|
Second Last Name |
|
Smith |
|
Last Name |
|
Anderson |
|
National ID |
Can be Government ID, or National ID, or Social Security Number. This is not editable after a client enters Active state. Some external IDs might have characters associated with them. |
N-001 |
|
Date of Birth |
|
Nov-11, 2005 |
|
Gender |
|
Male |
|
Marital Status |
|
Married |
|
Number of Children |
The total number of children the client has. |
4 |
|
Citizenship |
|
Kenyan |
|
Ethnicity |
|
Arab |
|
Education Level |
Captures the maximum level of education the client has attained, for example, Graduate |
Graduate |
|
Activities |
The nature of the client's business |
Self-owned business |
|
Handicapped |
If this field is present, check whether there is a handicap or not. |
No |
|
Poverty Status |
If this field is present, click the appropriate status for the client, if known. |
Very poor |
|
Income |
If this field is present, click the appropriate monthly income for the client, if known. |
200 |
|
Photograph |
User can upload a photo, which will be a part of the client details page and may be edited after client's creation. The maximum allowed size is 300kB and required formats are jpg, gif or png. Other formats and size over than 300kB are not accepted and error message is displayed. Click Choose File, browse your computer for the photograph file, and double-click it so that the filename appears next to the box. |
C:\microfin\photos\smith01.gif |
|
Spouse/Father Name Relationship, First Name, Middle Name and Second Last Name and Last Name |
Names of the spouse or father. |
Jane Smith, Spouse |
The next section is for the address of the group.
Field name |
Description |
Example |
|
Address |
|||
Address |
Address 1-3, city, state, country, postal code, Telephone |
P.O Box 2223, Stanford, California, 94305, +1650-271-2450 |
The next section is for additional information about the client, if any is required.
Field name | Description
|
Example |
Relationship | Possible to chose kind of relationship from drop-down list: Spouse; Father; Mother; Child
|
Father |
First Name
|
Albert | |
Last Name | Smith | |
Date of Birth | Jan-21, 2012 | |
Gender | Male/Female | Male |
Living Status | E.g. together, not together | Together |
You may add more than one family member. To do it click on Add row button. You will see next row to fill. You may also delete the row by clicking Delete link.
After you add all embers and fill all necessarily fields, click continue.
Field name |
Description |
Example |
|
MFI related information |
|||
Recruited by |
Select the loan officer to be assigned to the client. This is applicable if you selected to assign the client directly to a branch; otherwise the value is inherited from the group. |
Loan Officer 1 |
|
Meeting Schedule |
Define the meeting schedule. This field appears only if you assign the client directly to the branch; otherwise, the meeting schedule is inherited from the group. A client can be created without a meeting schedule if there is no need for one. Such client's name will not appear in the collection sheets. |
|
|
External ID |
The client's unique identifier in another system that shares client details with Mifos. |
E003 |
|
Trained |
Has the client been trained? |
Yes |
|
Trained On |
The date when the client was trained. |
Dec-12, 2005 |
The next section is for client fees.
Field name |
Description |
Example |
|
Administrative set fees |
|||
Any fees, if applicable |
Any group or branch fees, such as membership application fees |
8.85 |
|
Periodicity |
The frequency the fee is applicable. Periodicity can be Once, Daily, Weekly, Monthly, Yearly |
One-time fee |
|
Check to Remove |
Check to remove the application fee. |
|
|
Apply additional fees |
|
|
|
Fee Type; Amount |
Mifos allows the definition of three custom fee types. Click the applicable fee type from the list and type the amount of the fee in the Amount box. |
Processing fee, 3.00 |
The next section is for savings accounts.
A screen appears that might look like this:
Note the system ID number for this client, so that you can use it to search for details about that client later.
The client details (dashboard) page might look like this:
From the client dashboard, you can do the following:
Check the appropriate chapters of this manual for information on each of these.
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