Category and Branch Configuration

Online Configuration - General

You may authorize specific client categories (i.e. Workers , Old Age Grant recipients etc. ) for which may be the allowed selection when a client completes an online application. This means that each authorized client category will require an associated loan product.

As seen below, simply untick tho

Assign a category for each display item and assign an associated loan product.

For flexibility and reporting purposes, it may be beneficial to create a seperate or multiple Online Loan Products for the associated category.✅