Customers

To access this sub module, Click on Registry Management =>> Navigate =>> Operations =>> Customers. 

The following window opens up: 

The available customers are displayed on the screen. 

The details are displayed according to groupings, which can be selected from the first drop down at the top.

Pick your preferred grouping ~Duty station, Domicile branch, Admin division or any other and the list will be grouped accordingly.

This also makes the search for a particular customer easier and faster.

 

Create a customer:

There are different tabs for different customer types (Individuals, Microcredit/Groups, Partnerships and Corporations).There will be different tabs for different customer types/membership class selected.

The membership class must be selected first to show which details each will need to be filled into the system. The extra details for Partnership, Corporations and Microcredit/Group will be shown after the first Basic Details tab and need to be filled before proceeding to the specimen tab and consecutive tabs.

NOTE: Remember to update the details on each tab to save the data that has been captured before going to the next tab.

Details:

Click create to open the following screen:

Membership Class: Select the Membership class from the look up list:

The Customer Type and Numbering Series will automatically be picked.
The Numbering Series and Customer Type will pick based on what was set on membership class setup.

The Employee's Branch will be auto picked as the new member's Domicile Branch.

Business/Group/Employer - Select the member's employer.

Duty/WorkStation - Select the member's duty/workstation. Click on the look up icon to open the station look up dialog box: 

Select the appropriate station from the list.

Administrative Division - Select the member's administrative division.

Dividend code - Select a dividend code from the dividend codes lookup.

Electoral Zone - Select the member's electoral zone.

Recruited by - Select the person who recruited the member. Click on the look up icon to open the Customer Look Up dialog box:

Select the employee who recruited the new member from the list.
NOTE: The member may be recruited by an employee by default or another customer, if the Open Membership Recruitment Policy flag under companies is ticked.

Personal File Number - Provide the individual's personal File Number. 

Relationship manager - Select a relationship manager for the customer.
This is an employee who will handle business connections between the customer and the Company/Sacco.

Monthly Contribution - Enter the member's monthly contribution that will be made towards their shares account.

Join date - Pick the appropriate registration date as the date the member is joining the Sacco. 

Payroll Numbers - Enter the member's payroll numbers.

Remarks - Provide some remarks regarding the member.

 

Customer Particulars: 

In order to view customer particulars, a membership class has to have been picked first since the details differ per customer type.
The details to be filled for an individual will be different compared to a micro credit group, partnership and corporation.

1. Individual Particulars Tab:

Individual Type - Select the individual type from the drop down as either; Adult, Minor or Adult Taxpayer.

Nationality - Select a nationality from the nationality drop down.

Gender - Select the member's gender from the gender list drop down.

Salutation - Select the member's salutation from the salutations list.

First Name - Enter the member's first name.

Other Names - Enter the member's last/other names.

Birth Date - Select the member's birth date.

Education Level - Select the member's education level.

Employment Sector - Select the member's employment sector. (Where they work).

Employment Terms - Select a member's employment term according to where they are employed.

Employment Designation - Enter the member's employment designation according to where they are employed.

Employment Date - Select the member's employment date.

Marital Status - Select the member's marital status.

Disability Type - Select the member's disability type if they have a disability.

Huduma # - Enter the member's Huduma number.

Retirement Age - Enter the age at which the member is expected to retire.

 

Address Tab:

 Fill in the member's details - Address Lines 1 & 2, Physical Address, City, Postal Code, E-mail, Land line & Mobile Line fields.

On the Internet field, fill in the website link if a member owns one.

Flags:

Click on this below tab to save the customer.

Click on this icon below to go to the next tab.

 

2. Microcredit/Group Particulars:

Name - Enter the name of the microcredit/group.

Registration # - Enter the registration number of the group.

Registration Serial # - Enter the registration serial number of the group.

Date Established - Select the date when the group was established.

Pin # - Enter the group's KRA pin number.

 

Address Tab:

Fill in the member's details - Address Lines 1 & 2, Physical Address, City, Postal Code, E-mail, Land line & Mobile Line fields.

On the Internet field, fill in the website link if a member owns one.

Flags:

Click on this below tab to save the customer.

Click on this icon below to go to the next tab.

 

3. Corporation Particulars:

Name - Enter the name of the microcredit/group.

Registration # - Enter the registration number of the group.

Registration Serial # - Enter the registration serial number of the group.

Date Established - Select the date when the group was established.

Pin # - Enter the group's KRA pin number.

 

Address Tab:

 Fill in the member's details - Address Lines 1 & 2, Physical Address, City, Postal Code, E-mail, Land line & Mobile Line fields.

On the Internet field, fill in the website link if a member owns one.

Flags:

Click on this below tab to save the customer.

Click on this icon below to go to the next tab.

 

4. Partnership/Joint Particulars:

Name - Enter the name of the microcredit/group.

Registration # - Enter the registration number of the group.

Registration Serial # - Enter the registration serial number of the group.

Date Established - Select the date when the group was established.

Pin # - Enter the group's KRA pin number.

Meeting Frequency - Select the meeting frequency according to how frequently they meet.

Meeting Time - Select the meeting time according to the time they meet.

Meeting Place - Select the meeting place according to the venue that hosts the meeting.

 

Address Tab:

 Fill in the member's details - Address Lines 1 & 2, Physical Address, City, Postal Code, E-mail, Land line & Mobile Line fields.

On the Internet field, fill in the website link if a member owns one.

Flags:

Click on this below tab to save the customer.

Click on this icon below to go to the next tab.

 

Membership Details (Partnership)

After saving the partnership/joint membership, the following tab will be shown when onboarding a partnership/joint customer:

Use this tab to capture the members of the partnership.

Relationship: Select the relationship type between the members of the partnership

Select the Nationality, Gender, Salutation of the member.

Provide the member's First and Other Names.

Enter the Family, Clan and Ethnic Group names they belong to.

Select the Identity card type.

Enter the Identity card number and Identity serial number.

Provide the address details of each member of the partnership as you add them to the member detail entries as shown below:

NOTE: In case of an erroneous entry, right click on the entry and click on remove to remove the entry:

Once done adding all the members, click update button to commit the data.

The following will pop-up:

Click on either of these icons below to go to back to the previous tab if there are changes to be made or go to the next tab:

 

Specimen Tab

Use this tab to capture the customer's Passport, Signature and Identity Card Front/Back images. 

These images can either be uploaded from the file system or captured using a camera or a webcam. 

Capturing Images from The File System/Browse:

Use this option when you want to upload customer's images that are saved in a computers' hard disk drive. 

Click on browse to locate your image.

Navigate through the file system to where the member's picture is stored.

Double click on the image once you locate it to upload it into the system.

Carry out the former steps for the different specimen types if their source is the file system. 

Capturing Images from Web Cam/Camera

Select this option when you are capturing images using a web cam on your computer or using a camera.

Navigate to the specimen type to be captured, then select the image source as camera: 

Click on start capture button.

Position the image well for capture.

Click on the "Click to take a Photo".

 

Click on the update button to save the information into the system once done. 

On successful completion you will get a pop-up message confirming that the operation was successful.

 

To view an uploaded image, click on the view button when hovering over the image.

Click on either Back or Next to go to back to the previous tab if there are changes to be made or go to the next tab.

 

Referees Tab

Select the customer's referees from the customers available in the system. 

Click on the customer lookup icon to search and select the customer(s) who referred the new customer to the organization where applicable.

Provide the remarks accordingly.

Click on the add button to add the referee to the referee collection pane to the bottom of the screen. The former steps are to be carried out for each and every referee that is to be captured. 

Click on update button to save the referees captured.

Click on either Back or Next to go to back to the previous tab if there are changes to be made or go to the next tab.

 

Associates

This tab gives the option to choose an associate member of the Sacco.

Click on the customer lookup icon to search and select the customer(s) who associate of the new customer in the organization where applicable.

Provide the remarks accordingly.

Click on the add button to add the associate to the associate collection pane to the bottom of the screen. The former steps are to be carried out for each and every associate that is to be captured. 

Click on update button to save the associates captured.

Click on either Back or Next to go to back to the previous tab if there are changes to be made or go to the next tab.

 

Bank Accounts

This tab has fields to add bank details such as the Bank Account, the Branch of the bank and a lookup feature to select a bank from the list by the Sacco. 

Select a bank from the Bank lookup icon.

The bank branch will be auto populated but can be changed from the Bank Branch lookup.

Enter the member's Bank Account Number of the target bank. Also provide Remarks on the bank account.

Once a bank account detail is captured, click the Add button to commit and populate the record in the bank account collection area. 

To delete/discard/remove a record from the Accounts Collection list, select one of the records and use the remove button to discard/remove the selected record.

Click on update button to save the bank account details captured.

Click on either Back or Next to go to back to the previous tab if there are changes to be made or go to the next tab.

 

Credit Types Tab

Select the applicable credit types to be associated with the customer's accounts. 

Click on update button to save the credit types captured.

Click on either Back or Next to go to back to the previous tab if there are changes to be made or go to the next tab.

 

Mandatory Parameters 

Mandatory Charges Tab

Tick the mandatory charges as shown below:

Investment Products Tab

Select the applicable investment products the customer would like to have.

Savings Products Tab

Select the applicable investment products the customer would like to have.

Alternate Channels 

Select the applicable Alternate Channel the customer would like to have.

Click on update button to save the mandatory parameters captured.

 

 

Edit A Customer's Details

First, Identify the customer to be edited by using the available search filters:

Then right click on the member and click on the edit icon as shown above to open the following screen: 

Any of the four customer types can be edited in using the edit function: individual, partnership, corporation and micro credit.  

Make appropriate corrections and changes to the customer details then click update to save the changes into the system. 

 

On successful completion you will get a pop-up message confirming that the operation was successful on each tab in which changes will be made.

 

Verify a Customer's Details

First, Identify the customer to be verified by using the available search filters:

Then right click on the member and click on the verify icon as shown above to open the following screen: 

Check that all the details are correct across all the tabs.

Enter appropriate remarks at the bottom.

Select the appropriate verification action from the list: Approve or Reject.

Finally click on the Update button to complete the process where you will get the following pop-up message:

 

View a Customer's Details

First, Identify the customer to be viewed by using the available search filters:

Then right click on the member and click on the view icon as shown above to open the following screen: