Screen Layout

Welcome to Client Maintenance

This feature allows you to view and manage all of a client's information, including bank accounts, allps accounts, addresses, and any other data that has been created for them throughout their lifecycle in Mobiloan.

To get started, simply load in a client and view the details presented by mobiloan, as seen in the screenshot below

Summary Table

This is done as a first step of client validation and allows the user to :

  • View the branch that the client belongs to,

  • View the client category,

  • View the Area that the client is assigned to,

  • View date that the client was added to Mobiloan,

  • View the most recent date of OTP verification (if applicable).

Selectable Cells

  • Edit the.

  • Edit the .

  • Call the client / or other related personnel.

  • Edit the

  • View the .

The client navigation feature located at the bottom of the screen, allows the user to change the client in reference by using either a client search, or a backward and forward navigation. (as seen below).

  • to navigate per client in the list of clients in the database.

  • to navigate per 10 clients in the list of clients in the database.

  • to perform a client search.

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