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Table of Contents (Online Help)

Group Address

This page allow a Loan Performer user to enter a client's contacts (postal and/or telephone) and physical location.

Loan Performer uses this information in the creation of Loan Contracts, Notification Letters on arrears and numerous other reports.

How do you enter a Group client's contacts (postal and/or telephone) and physical location.

To enter a client's contacts (postal and/or telephone) and physical location you go to Clients/Individual Clients/Address and the following screen appear:

On this page the group contacts (postal and\or telephone) and physical location are entered. In some cases it would be the contacts and the physical location of the group's chairperson.

Loan Performer uses this information in the creation of Loan Contracts, Notification Letters on arrears and numerous other reports.

Mail address: This is the postal (mail) address of the group.
City (mail): Name of the city (or any other locality).
Tel.: Telephone contact of the group.
Physical Address: Physical location of the group.
Area Name and Code: If in the Support Files\Geographical Areas you have defined administrative units of your operational area (e.g., districts, counties, sub-counties and parishes), just click on the button “Choose” and select the area to which the group belongs.

If in the Support Files\Geographical Areas you have marked the checkbox of the option “User can pick from lowest level only”, then on the "Address" page you will see and be able to choose only the lowest administrative units (e.g., parishes). Indicating Area Names and Codes will enable you to produce reports on your activities in different localities of your operational area.

Distance to the branch: This is the distance from the group's location to the branch of your organization this group belongs to. This data can help you in making decisions on opening additional branches in particular areas.

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

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www.loanperformer.com

Table of Contents (Online Help)

Group Address

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

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