This guide provides a comprehensive overview of the process for adding a new client in MAXMONEY, including necessary prerequisites, field requirements, and step-by-step instructions.

Video tutorial

• For a visual guide on how to add a client quickly, watch the video Link - https://www.youtube.com/watch?v=5_EE7nEGA0k
• For a visual guide on how to do a credit check and add a client, watch the video link - https://www.youtube.com/watch?v=-pTPPu0u3LY

1. Before You Begin: Prerequisites & Setup

To ensure a smooth process, please confirm the following has been configured by your System Administrator:

• User Roles: The user adding the client must be assigned the necessary roles under Setups > Security > Roles.
  • Client Role: This is required to see and access the "Client Administration" tab. If this role is not enabled, the tab will be hidden.
  • Loans Role: This is required to manage loan-related functions for the client.
• Base Module: The "Base Module Product" must be enabled on your legal entity.
• Sales & Marketing Data: All Salesperson and Marketing channel information must be set up in the system before you begin adding a client, as this data cannot be added from the client creation screen.
• Integration Partners: If you use a third-party Collection Services Provider (e.g., Allps, RealPay, SureSystem, Collexia, Paym8, Amber), please follow the specific integration procedures provided for that partner when adding clients.

2. Step 1: Navigate and Start

Begin by navigating to the main menu location:

Client Administration > Add a New Client

This will launch the multi-screen client creation wizard.

3. Step 2: Complete the Client Information Screens

You will be guided through a series of screens to capture the client's details. The first screen, "General," contains most of the mandatory information.

Required Fields: The following fields are compulsory and must be completed:

Other Key Fields:

• Client Number: The system automatically generates sequential numeric client numbers. You can edit this to be alphanumeric if needed. Invalid characters (/, @, ., _) will produce an error.
• Language: The available languages are based on the country where your company is registered.
• Classification: An optional field for a short, internal classification of the client.
• Display Note: An optional field for a short note that will be prominently displayed on the client's profile.

4. Step 3: Navigating and Finishing the Process

• Navigation: Use the Next button to proceed through the screens. You can use the Skip button to bypass non-mandatory screens if you do not have the information.
• Saving: Once you have entered all the necessary information, click the Finish button on the final screen to save the client profile to the database.

Client Information Screens: The full process may include the following screens where you can add progressively more detail:

Client Information	Description	Documentation
General	Client Demographic Information	General Information
Employment	Client Employment Information	Employment Information
Financial	Client Salary Information	Financial Information
Banking	Client Bank Details	Banking Information
Payback	Client Payment Frequency & Payment Collection Information	Payback Information
Address	Client Contact Information	Address Information
Other	SASSA and Risk Information	Other Information
References	Next of Kin & Beneficiaries	References
Budget	Affordability Calculation	Budget
Experian	Credit Check (Compuscan)	Experian
VeriCred	Credit Check	VeriCred
XDS	Credit Check	XDS
Diary Notes	Diarise & Create Notes	Diary Notes
Credit Control	Set Credit Limits for Loan Products	Credit Control
Documents	Upload Client Documents	Documents
Value Add Products	Insurance and other Value Add Products (MAXUP)	Value Add Products
Take a Picture	Take a photo of your client (MAXMEDIA)	Take a Picture