You can categorize your customers and give them customized loan options based on their groups/categories. Different categories can have different loan products and different customers.

To create a group/category:

• Go to Setup on the menu

• Select the option Customer categories on the drop down

• Click on the red button new category
  

• Fill in the category details- name and description

• Select the loan products you want that category to access

• Submit

Ps. The categories can carry a few or all loan products.

4.How to add a customer to a category

To add a customer to a category:

• Go to customers on the menu

• Search for the customer

• Scroll down to the last two options customer categories and products

• Click on the drop-down and select the category in which you want the customer to fall under

• Submit

Once the customers dial the USSD, they will be able to see the loan options that fall under the Category they are in. 

N/B Any time you add a new customer, always remember to add the customer to a category, otherwise, they will not be able to see the loan options when applying.

 If you do not want them to have specific loan products, you can just add them to the default category.