Searching Clients

Searching Clients

  • Login into your gfiance system
  • Enter the clients firstname, lastname, account number or the first letter of the client's name in the search bar at the top right corner.
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Kapcsolódó cikkek

Client Creation

Adding New ClientClient can be added in two ways:1. By clicking on the clients icon in the top...

Adding New Group

You can add a group in two ways:1. By clicking on the clients icon in the top menu and selecting...

Adding New Savings Product

Follow the steps below to add a savings product to your gfinance system. Go to the top menu...