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Table of Contents (Online Help)

Group Other Details

This window allows you to view group clients Group Other Details of the group client.

How to view the group other Details

To view the details of a particular loan go to Clients/group Clients/Group other details and the following screen appear:

Type here below whatever information is relevant:

Notes to be displayed whenever savings /loans account is entered

• This is the information you would like to be remembered at the moment of entry of any savings or loan transaction of the particular client.Type here the notes that will appear on the screen whenever you enter the group's registration number, savings account number or loan account number for the subsequent entry of transaction. This information will pop up when you make a transaction on savings and loans e.g "No transaction of more than 12 million allowed" as seen below:
• This feature could be very useful in a multi-user environment.

• Client Category 1, 2 or 3: You might want to classify your clients 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 clients.
• Loan Performer gives a user the opportunity to define up to 3 client's categories (in this case a client is a group and you categorize a group in whole) in the Support Files\Clients Category 1, 2, 3 menu.

You can then select from the drop down an appropriate category (-ies) for the group.

• Cost Centre: Select the appropriate cost centre from the drop down list box. The cost centres should be previously defined in the Support Files/Cost Centres menu.

• Registration Ended: In this field you enter the date when a group has stopped (will stop) being a member/client of your organization. 
• You can enter the end of the registration date only if the group (or any member of the group if loans are tracked at group member level) has no outstanding time-deposits and/or no outstanding loans.
• If the group (or any member of the group whose savings are tracked at group member level) has an outstanding savings balance, its withdrawal can be made after the end of registration date. 

Note that:
1. The end of registration automatically closes all savings accounts (deposits are no longer possible). However, if there are any charges for closing savings accounts (you can set them in the System/Configuration/Register Part 1 ), you have to go to the Savings Details page and manually close accounts for all savings products one by one.

2. The Registration ended date can be modified or deleted afterwards. You can renew a group's membership by deleting it.

• Changes in your clients' membership status can be viewed in the Report on Clients/State during a Period Report, where the general movement of your clients, details of new members and details of drop-outs are shown.
• Exit Category: Select the appropriate exit category for the group from the drop down list box. The exit categories should be previously defined in the Support Files/Exit Categories menu.
• Reason: This is an optional field where you can enter a reason for ending the group's membership.

Related Topics

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