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How-To Edit Customer Details
1.Make sure you are logged in and on the main dashboard of mobile fineract, See Picture.1
Picture.1
2. You will be greeted with the dashboard page. Here, click the navigation drawer button at the top-left, then select "Customer" (Picture 1). You can also click the "View Customer" button on dashboard then you can see customer list (see Picture.2)
Picture.2
3.And select one of your desired customers to edit
4.If you have selected one of the customer, now you are in the view menu of customer detail of your choice. and press "edit" button, See Picture.3
Picture.3
5. Then you will go to display "edit customer"
In "customer edit" there are 3 stages, namely Customer Details, Customer Address, Customer Contact, See Picture.4A /4B /4C
Customer Details Stage :
Picture.4A
Field Name (Attribute) | Description | Examples |
Account* | Your ID Account | 000150 |
First Name* | Your first name | Muhammad |
Middle Name (Otional) | Middle name (if any) | Rafly |
Last Name* | Your Last name | Andrianza |
Date of Birth* | Your Real Date of Birth | 02 Aug 2001 |
Is Member? | is this customer member part of you? | Select / Deselect- Checklist |
(*)Required.
Customer Address :
Picture.4B
Field Name (Attribute) | Description | Examples |
Street* | Your Street Name | Srikaya Street 6 |
City* | Your City states | Jakarta Pusat |
Postal code (optional) | Postal ZIP Code (if any) | 102030 |
Country* | Your Real Country | Indonesia |
Region (optional) | Your Region States (if any) | DKI Jakarta |
Customer Contact :
Picture.4C
Field Name (Attribute) | Description | Examples |
Email (Optional) | Fill with your Email (if any) | |
Phone (Optional) | Fill with your Phone Number (if any) | (021) - 7994 - 372 |
Mobile (Optional) | Fill with your Mobile Number (if any) | +62 876 3829 3849 |
6.After you finish editing, make sure the data is complete and correct after that you press button "COMPLETE", See Picture 5A & 5B
Picture.5A Picture.5B
Do checking after it is finished, customer will update the latest data that have been edited by you.
This examples of tutorial to Edit Customer Details :
