Delete Customer

You can choose to remove a customer from the system or disable them from borrowing.

To disable them from borrowing

1. Click on the 'customers' dropdown as shown below
    
2. Search for the customer
   
3. Click on the Edit button as shown below.
   
4. Uncheck the Approved to Borrow checkbox.

   
   
5. Click on Submit. The changes will be saved and the customer will not be able to take a loan.

To delete a customer:

1. Click on the 'customers' dropdown as shown below

 

2. Search for the customer

3. Click on the drop down under the actions tab and click on Delete

4. You will be prompted to confirm this action, click on Delete.

5. To revoke their USSD access and roles, access the I.A.M platform. To do so

1.       Click on the icon shown below found in the top-right corner.
   

      ii. Select I.A.M Platform

iii. Click  on either of the Users buttons as shown below

iv. Search for the customer. 

v. Click on Delete as shown below

vi. A confirmation prompt will appear, click on Ok to confirm the action

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