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Privacy Policy
Effective date: August 09, 2018 Presta Capital Ltd ("us", "we", or "our") operates the www.presta.co.ke website and the Presta mobile application (hereinafter referred to as the "Service"). This page informs you of our policies regarding the ...
How to Access Account Tenant ID
CUSTOMER Kindly Contact your Administrator to get your tenant ID. ADMIN 1. Log in to your account. 2. On the top right corner, click on the profile icon as shown below. 3. Your Tenant ID is your account number as shown below. DON'T HAVE A TENANT ID? ...
View/ Edit Customer Details
To view the profile of a specific customer: 1. Click on 'customers' dropdown as shown below 2. Search for the customer. 3. Click on the customer's name. The customer Profile will contain information such as: Loan Accounts - Shows a list of loans ...
Delete Customer
You can choose to remove a customer from the system or disable them from borrowing. To disable them from borrowing Click on the 'customers' dropdown as shown below Search for the customer Click on the Edit button as shown below. Uncheck the Approved ...
Loan Listing Overview
Loan Listing is the page where you can see all loan data in your organization. Navigation Description 1. Search You can search for any loan using the searchbar. By default it searches using everything (loan number, customer name, customer phone, ID ...