This menu item will enable you to register the various clients ID documents that will be used in Loan Performer when registering clients at Clients/Individual Clients/Identifications.
Loan Performer also offers the flexibility of adding, modifying or deleting different identity documents as explained below.
How to add Identity Documents
To add identity documents you go to Support Files/Identity Documents and a screen like the one below shows up:
Document Code: Enter the ID document code in this text box, e.g., "1".
Document Name: Enter the name of the document, e.g., "Employee Identity Card".
Client ID should be unique for the Individual/Group Client: If you activate this checkbox, Loan Performer will check all the entries of ID numbers to make sure there are no duplicate records.
Client ID field is compulsory for the entry of Individual/Group Clients: If you activate this checkbox, the ID number becomes a compulsory entry and you will not be able to save a new client without it.
Width of the client ID number: Specify the width of the ID number using the corresponding scroll box, e.g., "9".
Format ID Number: If the format of all ID documents of this particular type is the same, enter the format template into the Format ID Number text box, e.g., "XXX/999999". The symbol X stands for any character, the number 9 stands for digits and "/" ("\") act as separators.
Width of the client ID may not vary: If this option is activated, the user at data entry point will not be able to change the width of the ID number.
Issued by: Enter the name of the Authority that issues this type of ID document, e.g., "Employer".
Click on the Add command button to add the new ID document and repeat this for all ID documents that you want to register.
Then click on the Close command button to exit.
How to Delete\Modify ID Documents
To delete\modify ID documents you go to Support Files->ID Documents and a screen like the one below shows up:
From the list of the displayed ID Documents in the scroll space, click on the document that you want to delete\modify. The variables for the selected Identity Document will be displayed in the various ID document parameter text boxes.
To Modify the document make the necessary changes and click on the Update command button. To delete the document click on the Delete command button.
You can click on the Printcommand button to view\print the ID documents and keep them for future reference.
