Support Center

Managing Clients

  • Creating New Individual Clients

    ● Create individual clients ● Client Fields ● Assign clients to branches, centers, credit officers and group...

    Mar 24, 2017 02:00PM CET
  • Photos and Signatures in Clients' Profile

    ● Clients' Photos ● Clients' signatures __________________________________________________________________...

    Mar 28, 2018 05:21PM CEST
  • Assigning Clients to Credit Officers & Branches

    If you need to assign several clients or groups to a different credit officer or to a different branch, ...

    Jan 06, 2017 04:35PM CET
  • Editing and Deleting Clients

    ● Editing a client ● Deleting a client ──────────────────────────────────────────────────────────────────...

    Jan 31, 2017 12:07PM CET
  • Creating New Groups/ Corporate Clients

    ● Create a new group ● Add members ● Group roles ● Custom fields ● Assign groups to credit officers and br...

    Mar 16, 2017 11:18AM CET
  • Sending Manual Emails and SMS to a Client

    To send a manual SMS or email to a client Go to the client Click on Send > Select Email or SMS Sel...

    Jan 06, 2017 04:38PM CET
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