How to check /edit the customer profile
The customer profile breaks down the details of the customer and shows a direct link to getting to the different statements on the account. To get to the customer profile, you can simply click on the customer’s name either from loans or customers.
Below is an image sample of what the customer’s profile looks like.
You can also edit the customer details like name, email address and ID number from clicking the button Edit Profile.
NB; You cannot edit a customer’s phone number. Simply raise a ticket and that will immediately be done by our team.
Related Articles
Check off user manual
You can either Import a checkoff or Create a checkoff The checkoff feature is found in the transactions dropdown A. IMPORT CHECKOFF Click on Import 2. Download the template 3. Fill the csv file with the checkoff details for the loans to be paid with ...How to register a customer
There are two ways to register a customer Self-registration - This is where a customer dials the USSD code and register themselves. Below is the process: By Dialing the Lenders USSD e.g *483*911# Select option 2, Register Fill in the details i.e ...How to reset customer pin
To reset the pin of the customer, Go to customers on the menu Select customer in the drop-down Search for the customer Click on the reset pin on the far right and the customer will immediately get a prompt to reset the password.Loan Products
This feature is found in the setup dropdown The following actions can be done in the loan products page; Create a new loan product. Search for a loan product Edit an existing loan product. Delete an existing loan product. HOW TO CREATE A NEW LOAN ...Checkoff Manual Journal Guide
Under transactions, select manual journal Click on the new journal button as highlighted Enter the following details as requested Input the transaction code reference - Under the reference number field Write ie Check off Payment - Under the notes ...