# Clients-Groups-Centers Navigation

1. To view information related to Clients, Groups and Centers, click on the '**Institution**' tab to see the following drop down menu which shows **Clients**, **Groups,** and **Centers** sub-menu tabs.
2. **Clients Navigation:**

\
i.  Click on **Clients** sub-menu under the Clients tab to see the list of clients (*as shown below*).&#x20;

&#x20;ii. It shows a list of clients with their name, account number(client #), status, office and staff.\
&#x20;iii. It has a **Search** menu where you can search clients by typing their names. \
&#x20;iv. You can create a new client by clicking on '+**Create Client**' button

<div align="left"><img src="https://mifosforge.jira.com/wiki/download/thumbnails/82706657/create_client.PNG?version=1&#x26;modificationDate=1555191475962&#x26;cacheVersion=1&#x26;api=v2&#x26;width=100" alt=""></div>

&#x20;(Click here to see how to create client). \
&#x20;v. You can import a client by clicking on '**Import Client**' button&#x20;

<div align="left"><img src="https://mifosforge.jira.com/wiki/download/thumbnails/82706657/import_client.PNG?version=1&#x26;modificationDate=1555191533282&#x26;cacheVersion=1&#x26;api=v2&#x26;width=100" alt=""></div>

&#x20;which allows you to upload an Excel file containing the client's information from your computer. The following window appears when you click on '**Import Client**':

&#x20;vi. **Client Status** may be **Active**, **Pending,** or **Closed**. \
&#x20;vii. To see the information regarding any client – that is his/her personal profile, loan accounts and saving accounts, click on the client name and the following window will appear:

**3. Groups Navigation:**

&#x20;i. Click on **Institution** main menu and then click on **Groups** sub-menu to see the list of groups as shown below.

&#x20;ii.  It shows list of groups with their names, group status and their associated offices.\
&#x20; iii. Using the **Search** menu on the top of the page, you can search for specific groups by typing their name in the text field provided.

iv. To create a new group, click on +**Create Group** tab

![](https://mifosforge.jira.com/wiki/download/thumbnails/82706657/create_group.PNG?version=1\&modificationDate=1555191835541\&cacheVersion=1\&api=v2\&width=100)

&#x20;(Click Here to see how to create a group)\
&#x20;v. To see the information regarding any group, click on the name of the group.

&#x20;vi.  This shows a list of clients in the Group, Group Meeting information and Group profile.\
&#x20;vii. You can create JLG (Joint Liability Group) Loan Application for each client by clicking on '+**JLG Loan Application**' or for multiple clients by clicking on '**Bulk JLG Loan Application**' (Click here to see how to create JLG Loan Application)\
&#x20;viii. You can create 'Group Saving Application' and 'Group Loan Application' on this page. \
&#x20; ix.  Click Here to see how to create Group Saving Application\
&#x20; x.   Click Here to see how to create Group Loan Application.\
4\. **Centers Navigation:**

&#x20; i.  Click on **Institution** main menu and then click on **Centers** sub-menu to see the list of centers as shown below.  &#x20;

ii.  It shows list of centers with their name, center status and the office it belongs to. \
iii. Using the Search menu, you can search the center by typing its name.\
iv. To create a new center, click on '+**Create Center**'( Click Here to see how to create center). You can import a center by clicking on '**Import Centers**' button which allows you to upload an Excel file containing the center's information from your computer. The following window opens when you click on '**Import Centers**':

v. To see the information regarding any center, click on the name of the center.   &#x20;

vi.  This shows a list of Groups in the Center, Center Meeting information and Center profile.\
vii. To create a new Group under center, click on '+**Add Group**'.

![](https://mifosforge.jira.com/wiki/download/thumbnails/82706657/add_group.PNG?version=1\&modificationDate=1555192267796\&cacheVersion=1\&api=v2\&width=80)

viii. To add existing group to the center, click on '**Manage Groups**'
