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Docs
  • Prologue
    • Overview
    • Introduction
    • Quick Start
    • Contact Us
  • Admin Management
    • Overview
    • Asset Management
      • Overview
      • Asset Groups
      • Asset Group Account
      • Asset Register
      • Maintenance Schedule
      • Operating Logs
      • Maintenance Jobs
    • Project Management
      • Overview
      • Projects
      • Project Types
      • Project Output Types
      • Project Status Reports
      • Project Templates
      • Tags
      • Project Outputs
      • Project Tasks
    • Requests
      • Overview
      • Expense Advances
      • Expense Retirements
    • Setup
      • Overview
      • Fin Configs
    • Activities
      • Overview
      • Activity Types
      • Routines
      • Activity Logs
      • Tasks
    • Subscriptions
      • Overview
      • Member Grades
      • Schemes
      • Company Subscriptions
      • Staff Subscriptions
  • Finance
    • Overview
    • Setup
      • Overview
      • FI Bases
      • Centers
      • Fin Config
      • Payment Processors
    • Cash & Expenses
      • Overview
      • Petty Cash Reimburse
      • Cash Book Balances
      • Currency Swaps
    • Expense & Income
      • Overview
      • Expense Types
      • Cash Disbursement
      • Expense Advances
      • Expense Retirements
      • Income Types
      • Income (One-Off)
    • Direct Entries
      • Overview
      • Recurring Journals
      • Statistics Journals
      • GL Journal
    • Ledger
      • Overview
      • GL Account Activity
      • GL Accounts
      • GL Balances
      • Statistics Balances
      • GL Revalue
      • Statistics Account
      • Statistics Acct Activity
    • Partner Management
      • Overview
      • Customer Credit Rules
      • Customers
      • Sales Agents
      • Vendors
      • Partner Groups
      • Customer Accounts
      • Customer Balances
      • Customer Debit Balance Age
      • Vendor Balances
      • Vendor Credit Rules
      • Sales Agent Balances
    • Partner Transactions
      • Overview
      • Payments
      • Receipts
      • Partner Transfers
      • Cash Swaps
      • Profile Transfers
      • Warrant Batches
    • Statements
      • Overview
      • Other Comp. Income (FY)
      • Other Comp. Income (Ranged)
      • Profit & Loss(FY)
      • Profit & Loss(Ranged)
      • Stat. of Comp. Income (FY)
      • Balance Sheet
      • Trial Balance
    • Reports
      • Overview
      • GL Account Creation CallOver
      • GL History Audit
      • GL Posting CallOver
      • Statistics Account Creation CallOver
      • Setup
  • HCM
    • Overview
    • Setup
      • Overview
      • Tags
      • Disciplines
      • Skills
      • Performance Categories
      • Pay Items
      • Org Career Tracks
      • Hierarchies
      • Organograms
      • Org Roles
      • Staff Groups
      • HR Config
      • Confirmation Processes
      • Onboarding Processes
      • Offboarding Processes
      • Reward Types
    • Records
      • Overview
      • Staff
      • Comms
      • Staff Grades
      • Staff Positions
    • Leave Mgt
      • Overview
      • Leave Types
      • Leave Quotas
      • Leave Years
      • Leave Rotas
      • Leave Apps
    • Performance Mgt
      • Overview
      • Annual Targets
      • Activity Logs
      • Appraisal Sessions
      • Perf Appraisals
    • Workforce Mgt
      • Overview
      • Applicants
      • Job Requests
      • Staff Onboarding
      • Staff Offboarding
    • Loans
      • Overview
      • Loan Types
    • Payroll
      • Overview
      • Grade Packages
      • Staff Pay Items
      • Payroll Years
      • Scheme Enrolments
      • Loan Types
      • Reimburse Claims
      • Payroll Runs
      • Staff Balances
  • Invoicing
    • Overview
    • Purchasing
      • Overview
      • Customers
    • Reporting
      • Overview
      • Cash Balances
      • Activity Over Period
    • Sales
      • Overview
      • Customer Receipts
    • Setup
      • Overview
      • Notifications
  • Organisation
    • Overview
    • Master Data
      • Overview
      • Countries & States
      • Holidays
      • FX Rates
      • Finance Houses
      • Professional Bodies
      • Commission Groups
      • Taxes
      • Tax Dates
      • Simple Value Lists
      • Key Value Lists
      • Exchanges
    • Structure
      • Overview
      • Tags
      • Company
      • Regions
      • Groups
      • Location
      • Units
      • Stores
  • Supply Chain Management
    • Overview
    • Setup
      • Overview
      • Measure Class
      • Measure Unit
      • Sale Class
    • Item Mgt
      • Overview
      • Brands
      • Item Groups
      • Items
      • Item Vendors
      • Price Batch
      • Prices
    • Inventory
      • Overview
      • Conversions
      • Count & Recons
      • Item Transfers
      • Item Journals
    • Purchasing
      • Overview
      • Orders
      • Requisitions
      • Deliveries
      • Solicitations
      • Invoices
      • Quotes
      • Returns
    • Sales
      • Overview
      • Quotes
      • Requisitions
      • Orders
      • Invoices
      • Deliveries
      • Returns
    • Activity
      • Overview
      • Cash Balances
      • Valuation Summary
  • Self Service
    • Overview
    • Admin
      • Overview
      • Petty Cash
      • Expense Advances
      • Expense Retirements
    • Records
      • Overview
      • Profile
      • Past Positions
    • Leave Mgt
      • Overview
      • My Leave Quotas
      • My Leave Rotas
      • My Leave Apps
      • Leave Years
    • Performance Mgt
      • Overview
      • Downline
      • Perf Targets
      • Perf Appraisals
    • Compensation
      • Overview
      • Schemes
      • Past Grades
      • Pay Slips
  • System
    • Overview
    • Document Mgt
      • Overview
      • Doc Types
      • Doc Req Groups
      • Doc Req Items
      • Canned Reports
    • Notifications
      • Overview
      • Notification Types
      • Notification Templates
      • Notification Queue
    • Jobs
      • Overview
      • Scheduled Tasks
    • Security
      • Overview
      • Modules
      • Sys Roles
      • Entity Operations
      • RBAC Templates
      • Users
      • Audit Ops
      • Audit Values
  • Vendor Relationship Management
    • Overview
    • Records
      • Overview
      • Prevailing Credit Rules
      • Credit Rules Callover
      • Vendor Groups
      • Vendor Signups
      • Vendors
      • KYV Checklist
      • Prevailing Rel Mgrs
    • Vendor Admin
      • Overview
      • Cases
      • Case Callover
      • Doc Required Groups
      • Doc Required Items
    • Activity
      • Overview
      • Cash Balances
      • Activity Over Period
    • Transactions
      • Overview
      • Receipts
      • Payments
      • Profile Transfers
      • Partner Transfers
      • Cash Swaps
    • Relationship
      • Overview
      • Upcoming Birthdays
      • Call Notes
      • Default Subscriptions
      • Vendor Subscriptions
      • Notifications
    • Portal
      • Overview
      • Customer Questions
      • Web Profiles
  • CRM
    • Overview
    • Business Development
      • Overview
      • Leads
      • Opportunities
      • Proposals
    • Sales
      • Overview
      • Sales Agents
      • Customers
      • Customer Fin Accts
    • Setup
      • Overview
      • Tags
      • Customer Groups
      • Sales Agent Groups
    • Records
      • Overview
      • Sales Agents
      • Customer Signups
      • KYC Checklist
      • Customer Fin Accts
      • Prevailing Credit Rules
      • Credit Rules Callover
      • Customers
      • Prevailing Relationship Managers
    • Client Admin
      • Overview
      • Doc Req Groups
      • Doc Req Items
      • KYC Relationship Rules
      • Case Callover
      • Case Categories
      • Cases
    • Transactions
      • Overview
      • Cash (Soft) Liens
      • Payments
      • Receipts
      • Profile Transfers
      • Partner Transfers
      • Cash Swaps
    • Activity
      • Overview
      • Cash Balances
      • Term Loans
      • Discount Loans
    • Portal
      • Overview
      • Onboarding Categories
      • Web Accounts
      • Web Users
      • Reviewed Faq
      • Customer Questions
    • Relationship
      • Overview
      • Upcoming Birthdays
      • CallNotes
      • Default Subscriptions
      • Customer Subscriptions
      • Notifications
      • Bulk Mail Types
      • Bulk Subscriptions
      • Bulk Messages
  • Loan Management
    • Overview
    • Discount Loans
      • Overview
      • Loan Types
      • Loans
    • Reporting
      • Overview
      • Collateral Types
    • Setup
      • Overview
      • Collateral Types
      • Market Rates
    • Term Loans
      • Overview
      • Customer Loan Types
      • Customer Loans
      • Loan Repay Plans
      • Loan Payment Entries
      • Loan Provision Entries
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Records

The records sub-module provides a range of utility to manage activities around customer groups, onboarding and signups of various categories of customers and sales agents, and also manage thier data.

Records Dashboard view
Records Dashboard view

Credit Rules Callover →
Customer Fin Accts →
Customer Signups →
Customers →
KYC Checklist →
Prevailing Credit Rules →
Prevailing Relationship Managers →
Sales Agents →
  • Privacy