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

The Client maintenance screen is shown above

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 actions available in the Client Summary Table.

Navigating between clients

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.