Skip to main content

Clients Types

This page provides instructions on how to create, modify, and remove client types. During the creation process, each individual client must be allocated a client type. You can create as many client types as needed.

Creating Client Types​

How to create a new client type:

  1. Go to Admin > Manage Clients > Client Types.
  2. To open the form, simply click on the "Add Client Type" button. Navbar
  3. Enter all the information required in the form. Navbar
  4. Click Submit.

Once you have created a new client type it will be available in the table of client types. Navbar

Fields for Client Types​

FieldDescription
NameName of the client type e.g. Teacher, Vendor, etc..
Allow opening accountsBy selecting this option, the client type will have the ability to open loan accounts.
Allow as guarantorThe selection of this option determines whether a client with this client type can be assigned as a guarantor for a loan.

Editing and deleting client types​

To edit or delete a client type:

  1. Go to Admin > Manage Clients > Client Types.
  2. Filter the loan you want to delete.
  3. In the table, you can click on "Loan_Number" of the loan you want to delete. Navbar
Please Note

Client types that are currently in use cannot be deleted.