Path: Navigate to Setup > Clients > Status

This section allows you to define and manage the various statuses that can be assigned to clients within the system.

Security: The security option for these settings is located under the Report Section within Role Setup > Client Status.

Status Descriptions

The following client statuses are available:

• Good
• Risky
• Debt Collecting
• Impaired Record
• See Note
• New
• Tracing
• Awaiting Approval
• Deceased
• Debt Review
• Handed Over
• Overdue
• Inactive
• Repeat Offender

Status Configuration Options

For each client status, you can configure the following:

• Allow New Loans: Select Yes if clients with this status are permitted to apply for new loans, or No if they are not.
• Allow Receipt: Select Yes if receipts can be processed for clients with this status, or No if they cannot.
• Warning: Select Yes if a warning message should be displayed when a user interacts with a client assigned this status, or No if no warning is needed.

Actions

• Edit Status: To modify an existing status, highlight the desired Status and click the Edit button.
• Back: Click the Back button to return to the previous screen.

Setting Up Client Status Restrictions

5.1. Overdue Status Restriction

Edit the "Overdue" status to warn the user if the client's status is "Overdue."

5.2. Inactive Status Restriction

Edit the "Inactive" status towarn the user if the client's status is "Inactive."