www.loanperformer.com

Table of Contents (Online Help)

 

Identification

This page allows a user to enter some additional information to identify clients.

All the fields are optional. Although, if necessary, you can make "Reference No.", "Identity Card" and/or "Statistics No." compulsory fields at System/Configuration/Register Part 2 and Support Files/ID Documents menus. 

Before you start entering the clients details, please, specify the location of picture files for the photos and signature at System/Configuration/General menu.

How to enter additional information to identify clients

To enter additional information for client identification you go to Client/Individual clients/Identification and a screen like the one below appears:

"Photo" and "Signatures" catalogues are created at the installation of Loan Performer and meant for storage of scanned photos and signatures of the clients.

Please note that your photo and signature files should be saved with the names of not more than 14 characters. We recommend to save them with the client's code followed by the first characters of the surname and an indication whether this is a photo or a signature file (see an example in the Configuration/General).

The width and the format of this number can be set at the menu System/Configuration/Register Part 1.

The "Reference Number" field can be made compulsory at System/Configuration/Register Part 2 menu. 

Statistics Number: This is just a number that you may use for your statistics.

The width and the format of this number can be set at the menu System/Configuration/Register Part 1 and it can be made unique and/or compulsory at System/Configuration/Register Part 2.

You can as well overwrite this label and give it another purpose at System/Configuration/Define labels menu.

Nationality: From the drop down select the nationality of the client being registered. The drop down contains all Nationalities that are contained under Support Files/Nationality

Documents The formats of all ID documents acceptable in your institution should be preset in the Support Files/Identity Documents menu.

Here you have to click on the "Documents" button and the screen below shows up:

 

These ID documents can be made unique or compulsory under menu Support Files/Identity Documents .

To update/delete record, click on the ID document on the list, make modifications in the text-boxes at the bottom of the page (if updating) and press on the corresponding button.

Note that all clients that qualify for Identity Cards should have their Photos and Signatures appended to their client records.

 

Press the button "Return" to go back to the client's screen.

Contact LPF live support for more information
This service requires an Internet connection.

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