Creating Group

Before you create a group, make sure that the necessary group types have been created. To create group types, see Group Types.

When a group is created, individual clients are added as group members. Each group member is assigned a group role at the time of group creation. To create group roles, see Group Roles.

How to create a new group:

1. Go to Groups > Add Group.

2. To open the form, simply click on the "Add Group" button.

3. Enter the information required in the form.

   How to add members in a group:

   Before you can add members to a group, each member must be created as an individual client. When you create a group, each member is assigned a group role.

   1. To add group members and their designated roles click the "Add Member" button.
   2. Enter the information required in the form.
   3. To remove a member from the group click the "Remove Member" button.
   Please Note

   When a group member is added to a particular group, the total number of group members should fall within the minimum and maximum number of group members allowed.. To set this control, see Group Controls.

4. Click Submit

Fields for Group

Field	Description
Group Type	Assign a group to a group type..
Group Name	Name of the group.
Group Phone Number	Contact details of the group.
Group Address	Physical address of the group.
Group Account	Group bank account number.
Group Bank Name	Group bank name.
Group Officer	Credit Officer assigned to the group.
Group Member	Individual client who is a member of a group.
Group Member Role	Individual client role in a group.

Please Note

Group life cycle is similiar to client life cycle. For more information about group life cycle, see Clent Life Cycle.