Clients & Groups

The Clients module manages individual clients and client groups — the people and organisations your company serves.

Navigation: Clients → Individual Clients / Groups

Individual Clients

Client List

The client table shows all registered clients with:

Column	Description
Full Name	Client's name
Client Type	Member, Individual, Corporate, etc.
ID Number	National ID or registration number
Phone	Primary contact number
Business Unit	The branch managing this client
Status	Active, inactive, pending approval
Created Date	When the client was registered

Creating a Client

1. Navigate to Clients → Individual Clients
2. Click Create Client
3. Fill in the form:

Section	Fields
Personal Information	Full name, date of birth, gender, marital status
Contact Details	Phone number, email, physical address
Identification	ID type, ID number, issue/expiry dates
Client Type	Select from configured client types
Business Unit	The branch this client belongs to
Custom Fields	Any custom fields defined for clients

4. Submit the form

INFO

New clients go through an approval process. Once approved, accounts (deposit, loan, share) can be created for them.

Client Profile

Clicking on a client opens their profile, which shows:

• Summary — Key information, active accounts, total balances
• Accounts — Deposit accounts, loan accounts, share accounts
• Documents — Uploaded ID documents, photos, KYC files
• Activity History — Audit trail of all changes
• Custom Fields — Additional data captured via custom fields

Client Groups

Groups are collections of clients that share a common bond (e.g., a solidarity group, a village savings group).

Creating a Group

1. Navigate to Clients → Groups
2. Click Create Group
3. Fill in the form:

Field	Description	Required
Group Name	Name of the group	Yes
Group Type	Select from configured group types	Yes
Business Unit	The branch managing this group	Yes
Meeting Frequency	How often the group meets	No

4. Submit the form
5. Add members — select existing clients to add as group members

Group Features

• Member management — Add/remove clients from the group
• Group loans — Loan applications on behalf of the group
• Group savings — Shared savings accounts
• Meeting tracking — Record group meeting attendance

Data Scoping

Clients are scoped by business unit. A user can only see clients belonging to their visible business units (their BU and its descendants in the hierarchy).

Next Steps

• Deposit Accounts — Open accounts for clients
• Loan Accounts — Process loan applications