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Table of Contents (Online Help)

Group Membership

• Membership: To have a member successfully added to the group you must fill the following information into the compulsory(yellow) fields:
• Member No.: It is the member's number within the group, usually automatically updated by Loan Performer, but modifiable. If you have a member who has left the group (ended his membership) and you want to reassign his number to another member, do the following: change the number of the person who has left to 9999, press the Update button and enter a new member with the old number.

Note that you cannot enter the same number twice.

• Name: You should enter at least 2 of the member's names (up to 40 characters) in this field.

• Start of Membership date: This is the date a person has registered as member of your organization. By default the group registration date appears on the screen. You can change it to any date after that.
• Sex: Indicate the member's gender by highlighting an option from the drop-down list-box.

The rest of the fields are optional and filled if the information is available and required by the regulations of your organization:

• Address: Member's postal or physical address.
• Birth date: Member's date of birth.

• Father: Type here the Father of the Client e.g "Joseph Merance"

  Mother: Type here the Mother of the Client e.g "Pamela Rahantanirina"

If in the System/Configuration/Register Part 2 you have specified the minimum age of your clients, Loan Performer will not allow you to save a client below the minimum age.

• Dependants: Number of family members depending on the group member's income.
• Children: Number of group member's children.
• End of membership: The date when a group member has stopped (will stop) being a member of the group. You can enter the end of membership date only if the group member has no outstanding savings balance and/or no outstanding loans. No transactions are possible after the end of membership date. The "End of membership" date can be modified or deleted afterwards. You can renew a group member's membership by deleting it. The "Registration ended" date for the group on the "Other details" page will automatically close the membership of it's members.
• Exit Category: Select the appropriate exit category for the group member from the drop down list box. The exit categories should be previously defined in the Support Files/Exit Categories menu.
• Reason: Optional field to enter a reason for ending the group member's membership.
• Sub-group: Visible only if at the System/Configuration/Loans Part 1 menu you indicate that the group has sub-groups. The names of the sub-groups are entered when you press "Sub-groups" button on the "Group Members" page (see Group Clients topic). Choose the sub-group for the member from the list in the drop-down box.
• Tel.: Member's telephone contact.
• Married: Member's marital status. Choose an appropriate option from the drop-down list-box.
• Member category 1/2: You might want to classify your group members as belonging to different categories (e.g., rural and urban; local inhabitants or refugees, etc.) so that later on you will get reports on the performance of each category of group members.

In Loan Performer you have the opportunity to define up to 2 group member categories in the Support files/Group Member Category 1, 2 menu.

On the Group member information page just select an appropriate category(-ies) for the group member from the drop-down list box.

• Education: Member's educational level. You can set the options in the Support files/Educational levels and at this point just choose an option from the drop-down list-box.
• Housing: Choose the option for the member's housing status from the predefined list in the drop-down box.
• Income: You may define your client's income levels at the Support files/Income levels menu. On the "Group member information" page just choose the level where the group member's income fits from the list in the drop-down box.
• Period savings: If by your regulations a group member ought to save with you a certain amount of money in a particular period, you can enter that information here.

Choose a product for the client's "Period savings" from the drop-down list-box. (Products are entered at the System/Configuration/Products menu.) Choose the period of savings from the next drop-down list box. Enter an amount of savings expected to be made by the client in the specified period in the Expected amount box.

If there are no any period savings just leave the period indicator at None.

A Member Period Savings Report is available at the Savings/Savings Reports menu.

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