www.loanperformer.com

Table of Contents (Online Help)

Individual 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 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:

• Branch: This is the code of a branch of your organization to which the client belongs, e.g., "TA". If there are no branches, it is the code of your organization. The branch codes are not modifiable and are assigned to the organization at licensing. Unless you have a corporate license or a license for centralized data administration, your choice will be limited to only one branch code. In the demo version of Loan Performer the branch code is the abbreviation DB standing for Demonstration Branch.
• Reg. Code (Registration Code): The program automatically chronologically assigns a new registration code to every new client, e.g., "000012". The clients registration number will therefore be, "KA/000012" which is a combination of a branch code and the reg. code of six (6) digits,. This means that the maximum number of individual clients that can be registered is 999999.
• Send to word: Click the "Send to Word" button and select the directory to where the word document containing the client registration details will be saved. This path should have been created under System/Configuration/Register Part 2.
• Approved by: The name of the person logged in will appear in this field also as the approving person e.g. "Performer".
• Approval date: The date the client was approved will appear here e.g. "21/10/2015".
• Client Names: There are 3 fields for entry of the clients' names: First Name, can be optional e.g. "Mary", Middle Name optional can be left blank and Surname compulsory e.g "Jacqueline". Each of these fields can contain up to 30 characters. You can chose which name is compulsory or optional under the menu System/Configuration/Register Part 2 "Word to export client's data"
• Title: This is a drop-down box with options like: Mr.\Ms.\Mrs.\Dr.\Hajj, etc. You can set these options the way it suits you at Support files\Name Titles menu and add/modify/delete them later.
• Registration Date: This is the date when you register someone as your client e.g "21/10/2015". It is a compulsory field, and the date entered here should precede any transactions with the client.
• Gender: A compulsory field, where you indicate your client's gender, choosing from options Female or Male in the drop-down box.
• Retrieve: Click on the Retrieve command button and choose the client for whom you wish to edit the data
• Client Exists: When entering a new client, you can always check if the same person or a client with similar characteristics does not already exist in your database.
• Client is also a guarantor: Tick this checkbox if the client can stand in as a guarantor to other clients. If this checkbox is not ticked, he will not appear among the acceptable guarantors.
• Client can buy shares: Tick this checkbox if the client is allowed to own shares in the organisation. If this checkbox is not ticked, he will not be able to purchase or sell shares to the company.
• Member of a group: Click the drop down menu to display the groups and select the one that the client belongs this will save the user from registering the member independently from the menu Clients/group Clients.
• Start of membership: Enter here the date when the individual client started his membership in the selected group.
• Delete: Click on the delete command button if you want to delete a client
• Mail address: This is the postal (mail) address of the client e.g "lot 127 A Carreau 3 plle 21/61".
• City (mail): Enter here the name of the City e.g "Toamasina"
• Tel: and 2nd Phone: Enter here the Telephone contacts of the client e.g "+2561787895441".
• Physical Address: Physical location of the client's residence/place of work e.g "Ambalakisoa".
• 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 client 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).

Note that, Indicating area names and codes will enable you to produce reports on your organization's activities in different localities of its operational area.

• Distance to the branch: This is the distance from the client's location to the branch of your organization. This data can help you in making decisions on opening additional branches in particular areas.
• Tel: Enter here the telephone number of the Client e.g "+261787895441"
• Email: Enter here the email address of the client e.g "jacline@gmail.com"
• Username (Online): The clients online username will appear here if they are enabled for online services at registration.
• Status (Online): The clients online status will appear here whether they are allowed or denied online access. This rights are set under Individual clients/Web portal/Manage online access. when registering clients for online access.
• Nationality: From the drop down select the nationality of the client e.g "Madagascar". This nationalities should have been defined under Support files/show more/Nationality
• Kin’s Address: This is be postal and/or physical address of the next of kin.

Next of kin is the person who will have a claim on the client's account balance in case of death of the account holder.

Related Topics

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