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:

1. Loan Accounts - Shows a list of loans taken by the customer. 
   

 

Click on the Loan name, for example, "Okoa", to be directed to the loan statement of the specific loan.

Click on view Loan to view details of the Loan.

1. Customer Accounts - Shows a list of all accounts owned by the customer.
   
2. Customer Details - Shows a list of recent transactions, loan history, Membership history, penalties, Bank Account and many more.

To edit the details of an existing customer:

1. Click on 'customers' dropdown as shown below

 

2. Search for the customer.

3. Click on the edit button.

 4. Change the customer's details and click on the submit button at the bottom of the page.

NB: You cannot edit a customer’s phone number. Simply raise a ticket and that will be done by the support team.

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5. To view the edit history of a specific customer, click on the edit history of the customer as shown below.

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