Address

Navigation: Client Administration > Add a New Client > Address

This screen is used to capture the client's physical address, postal address, and contact information.

Video Tutorial

For a visual guide on how to create a client's address information, watch the video link - https://www.youtube.com/watch?v=KTO1ey8V14w

User Permissions: To edit the information on this page, your user profile must be assigned the Client : Address Details role by a System Administrator.
SACCRA Compliance: All information should be completed in accordance with the latest SACCRA (South African Credit & Risk Reporting Association) rules.

This table details each field on the "Address" screen.

Field Name	Description & Rules
Physical Address Line 1, 2, 3	Enter the client's full physical street address. For data sharing this may only contain characters A-Z, 0-9, may not contain words such as "unknown", "as above", "NA". For data sharing, if a street address is supplied then line 1 must be the street name and number, line 2 must be the suburb and line 3 must be the city. For data sharing, if a building address is supplied, then line 1 must be the building number and name, line 2 must be the street name and number and line 3 must be the suburb.
Physical Address Province	Select the province where the client resides.
Physical Address Area	Select the specific area (suburb or town). This list must be pre-configured by a Group Setup Administrator (GSA).
Address Code	Enter the physical address code. Note for Namibia: The default code "9000" will be automatically entered .

Field Name	Description & Rules
Ownership	Select the client's property ownership status from the dropdown list (e.g., Owner, Tenant).
Period at Current Address	Enter the number of years the client has lived at their current address.
Period at Previous Address	Enter the number of years the client lived at their previous address.

Field Name	Description & Rules
Postal Address Line 1, 2, 3	Enter the client's full postal address (e.g., PO Box number). For data sharing this may only contain characters A-Z, 0-9, may not contain words such as "unknown", "as above", "NA". Postal Address line 1: For data sharing this must be PO Box or Private Bag and the number. Postal Address line 2: For data sharing this must be the suburb. Postal Address line 3: For data sharing this must be the city.
Postal Address Province	Select the province. The options available depend on the country of your legal entity.
Postal Address Area	Select the postal area. This list is managed by a GSA.
Postal Code	Enter the postal code. Note for Namibia: The default code "9000" will be automatically entered.

Field Name	Description & Rules
Home Telephone Number	Enter the client's landline number. If they do not have one, leave this blank and select the checkbox below.
Home Telephone Number not Available	Select this checkbox if the client does not have a home telephone number.
Cellphone Number	Enter the client's cellphone number. For South African numbers, this must be 10 digits.
Cellphone Number not Available	Select this checkbox if the client does not have a cellphone number.
Fax Number	Enter the client's fax number, if available.
E-mail Address	Enter the client's primary email address.

If your company uses the MAXSMS module, you can enrol clients to receive One-Time Pins (OTPs) for added security on actions like creating new loans.

Enter the client's correct Cellphone Number in the field provided.
Click the Save button to store the number in the system first. This is a mandatory step before enrolment can begin.
Click the Enrol Client button.
The client will receive an SMS containing an OTP. The message will be similar to: "Hi [Username]. Here's your TechnoMetrix Client Enrolment OTP to validate your cellphone number [number]."
Enter the OTP that the client received into the verification field on the screen.
Click Verify.
- If you need the code resent, click Resend via SMS.
- To exit without enrolling, click Cancel.
Once the OTP is verified, the client is successfully enrolled. Their cellphone number will be locked and cannot be easily changed, preventing fraud.

Enrol Client Checkbox: This box indicates the client's current enrolment status.
- A checked box means the client is enrolled.
- To un-enrol a client, a user with the Clear Enrolment role can simply uncheck the box and save.

Save: Stores all new information and changes you have made on the screen.
Cancel: Discards all changes made.
Close: Closes the current page and returns to the client search page.
Back: Takes you to the previously viewed page in the client creation process.
Next: Saves the current page and proceeds to the next screen.