Clients & Groups

The Clients module manages individual clients and client groups — the people and organisations your company serves.

Navigation: Clients → Individual Clients / Groups

Individual Clients

Client List

The client table shows all registered clients with:

Column	Description
Full Name	Client's name
Client Type	Member, Individual, Corporate, etc.
ID Number	National ID or registration number
Phone	Primary contact number
Business Unit	The branch managing this client
Status	Active, inactive, pending approval
Created Date	When the client was registered

Creating a Client

1. Navigate to Clients → Individual Clients
2. Click Create Client
3. Fill in the form:

Section	Fields
Personal Information	Full name, date of birth, gender, marital status
Contact Details	Phone number, email, physical address
Identification	ID type, ID number, issue/expiry dates
Client Type	Select from configured client types
Business Unit	The branch this client belongs to
Custom Fields	Any custom fields defined for clients

4. Submit the form

INFO

New clients go through an approval process. Once approved, accounts (deposit, loan, share) can be created for them.

Importing Individual Clients

Use client import when you need to register many individual clients at once using the Import Engine.

For the full staged workflow, see Import Engine.

Import Flow

1. Navigate to Clients → Individual Clients
2. Click Import Clients
3. Select the required Client Type
4. Download the generated template
5. Fill in the spreadsheet and upload it
6. Review validation results
7. Submit the batch

WARNING

Client import does not create records during validation. Clients are only created after you click Submit Import.

Why Client Type Is Required First

The selected client type controls the generated spreadsheet:

• required columns
• conditional sections such as addresses, contacts, or bank accounts
• required custom fields
• validation rules used during review and submit

Always download a fresh template after changing the client type.

What The Template Includes

The current client template is required-only by default. That means it focuses on the minimum fields needed for successful client creation.

Column group	How it behaves
Core client fields	Includes required personal and contact data
Conditional sections	Only included when the selected client type requires them
Custom fields	Required custom fields for that client type are added automatically
Enum fields	Generated with dropdown options in Excel where supported

Spreadsheet Rules For Client Import

• Do not rename template headers.
• Keep phone numbers as Text in Excel.
• Use dropdown options for enum fields such as gender, address type, or contact type.
• Enter one client per row.
• Do not add extra columns outside the generated template.

TIP

If Excel starts showing a phone number in scientific notation, reformat that column as Text, re-enter the value, and save again.

Review Step

After upload, the Review step shows:

• the staged import batch number
• total rows, valid rows, and rows with errors
• row-by-row validation messages returned by the backend

Typical review errors include:

• missing required names or phone numbers
• missing address or contact rows when the client type requires them
• invalid enum values
• incorrect headers from an edited or outdated template

Fix the spreadsheet and upload it again until the batch has no row errors.

What Happens After Submit

When you click Submit Import:

• PinkApple sends the staged batch into the normal client create flow
• existing CREATE approval rules still apply
• a success message appears when submission succeeds
• the client table refreshes automatically
• the import drawer closes

If client creation requires approval in your setup, the imported batch continues through the normal approval workflow.

Client Profile

Clicking on a client opens their profile, which shows:

• Summary — Key information, active accounts, total balances
• Accounts — Deposit accounts, loan accounts, share accounts
• Documents — Uploaded ID documents, photos, KYC files
• Activity History — Audit trail of all changes
• Custom Fields — Additional data captured via custom fields

Client Groups

Groups are collections of clients that share a common bond (e.g., a solidarity group, a village savings group).

Creating a Group

1. Navigate to Clients → Groups
2. Click Create Group
3. Fill in the form:

Field	Description	Required
Group Name	Name of the group	Yes
Group Type	Select from configured group types	Yes
Business Unit	The branch managing this group	Yes
Meeting Frequency	How often the group meets	No

4. Submit the form
5. Add members — select existing clients to add as group members

Group Features

• Member management — Add/remove clients from the group
• Group loans — Loan applications on behalf of the group
• Group savings — Shared savings accounts
• Meeting tracking — Record group meeting attendance

Data Scoping

Clients are scoped by business unit. A user can only see clients belonging to their visible business units (their BU and its descendants in the hierarchy).

Next Steps

• Deposit Accounts — Open accounts for clients
• Loan Accounts — Process loan applications