Customers here refer to all registered members of your thrift association. All relevant information about your members are recorded here.
Add New Member:
This feature allows you to add a new member to your thrift association. The following steps apply to adding a new member;
- Logon to thrift.sysmaxng.com
- Click on 'Customers'
- Click on 'Add New Member'
- Fill all fields and upload passport.
- Click on 'Submit'
New Savings:
This allows you to record any amount a member wishes to save against his/her record. The following steps apply to adding a new saving to a customer;
- Logon to thrift.sysmaxng.com
- Click on 'Customers'.
- Search for the customer and click on his or her name.
- Scroll to the Savings section and click 'New Savings'.
- Enter the date and the amount.
- Click on 'Save'.
Edit Savings:
This action allows you to make changes to a savings record that has already been created. The following steps apply to editing a savings record;
- Logon to thrift.sysmaxng.com
- Click on 'Customers'.
- Search for the customer and click on his or her name.
- Scroll to the Savings section and click 'Edit'.
New Withdrawal:
This allows you to save the record for every customer withdrawal. The following steps apply to creating a new withdrawal;
- Logon to thrift.sysmaxng.com
- Click on 'Customers'.
- Search for the customer and click on his or her name.
- Scroll to the 'Withdrawal' section and click on 'New Withdrawals'.
- Enter the amount and the date.
- Click 'Withdraw' to confirm withdrawal.
New Loan Application:
This action allows a customer to apply for a loan. The following steps apply to creating a new loan application;
- Logon to thrift.sysmaxng.com
- Click on 'Customers'.
- Search for the customer and click on his or her name.
- Scroll to the 'Loan Application' section and click on 'New Application'.
- Enter the amount and the date.
- Enter the loan type, application date and amount requested.
- Click on 'Create'.
Loan Approval:
This allows you to approve a loan application for a customer or member of your association. The followings steps apply to loan approval.
- Logon to thrift.sysmaxng.com
- Click on 'Customers'.
- Search for the customer and click on his or her name.
- Scroll to the 'Loan Application' section and click on 'Approve' against the loan you want to approve.
- Click on 'Approval'.
- Fill all fields appropriately and click 'Approve'.
Edit Loan Application:
This allows you to make changes to a loan application that has already been created. The following steps apply to editing a loan application;
- Logon to thrift.sysmaxng.com
- Click on 'Customers'.
- Search for the customer and click on his or her name.
- Scroll to the 'Loan Application' section and click on 'Edit' against the loan you want to edit.
- Make the desired changes and click 'Save'.
Delete Loan Application:
This action allows you to delete a loan applied for. The following steps apply to deleting a loan application;
- Logon to thrift.sysmaxng.com
- Click on 'Customers'.
- Search for the customer and click on his or her name.
- Scroll to the 'Loan Application' section and click on 'Delete' against the loan you want to delete.