Client Creation
Every client in the system is associated with a client type upon creation. For more on client types, see Client Controls. To add Identification numbers on client creation Identification Templates should be set first, see ID templates.
Client creation
To create a new clent:
- Go to Clients>Add Client.
- On Add Client form under Client Information select Client type. On the screenshot below only two client types were added in the system which are Govenment and Private.
The client type classifies your clients and the kind of information you need from each and every type. There are fields that are present on all client types, but if additional information about a client is required, custom fields can be added.
Client Information section
The client information section is about the general information about the client. This section is available on all client forms.
Fields in the client information section:
| Field | Description |
|---|---|
| Client Type | Name of the client type e.g. Government, Private , etc.. |
| Forenames | Client firstname and middlename if available |
| Lastnames | Client surname. |
| Gender | Client sexuality. |
| Date of Birth | Client date of birth. |
| Registration Date | Date of client onboarding . |
| Mobile Number | Client cell phone number. |
| Secondary Mobile Number (Optional) | Client second cell number if there is any. |
| Whatsapp Number (Optional) | Client whatsapp number . |
| Activate Whatsapp Banking | Activate whatsapp interaction for the client with the system. |
| Home Phone (Optional) | Client Home Landline. |
| Email (Optional) | Client email address. |
| Client Officer | Credit officer who is assigned to the client. |
| Branch | Client branch. |
Client identification section
The Client Identification section has two fields: the ID number template and the ID number fields. This section is available on all client forms.
On this example, the ID number template has two types displayed: National ID 11 characters and National ID 12 characters Government of Zimbabwe. If National ID 11 characters is selected, the ID number entered should be of 11 characters and match the format indicated to be accepted by the system. For more about ID templates,see ID templates.
Fields in the client identification section:
| Field | Description |
|---|---|
| Id Number Template | Templates for Identification numbers. |
| Id Number | Client Identification number |
Address section
This section is available on all client forms but it is optional. To open the form, simply click on the "Add Address" button. 
You can add as many addresses as you wish. To remove an address just click "Remove Address".
Fields in the Address section:
| Field | Description |
|---|---|
| Ownership | Select if the client is the owner or a tenant. |
| Address | Client residence address |
| City | Client residence city |
| Country | Client residence country |
Next of Kin section
This section is available on all client forms but it is optional. To open the form, simply click on the "Add Next Of Kin" button.
| Field | Description |
|---|---|
| First Name | Next of Kin first name. |
| Last Name | Next of Kin last name |
| Gender | Next of kin gender |
| Relationship | Next of kin relationship to client |
| Phone Number | Next of kin phone number |
| Address | Next of kin residence address |
| City | Next of kin residence city |
| Country | Next of kin residence country |
| Ownership | Select if next of kin is the owner or a tenant. |
Custom fields
You can customize the client form by adding custom fields. Each client type can have its own set of custom fields apart from the available fields. For more information, see Manage Forms.