Add a customer

You can add a customer from the Clients tab or right when you create a loan for them. Only the name is required; you can fill in the rest later.

From the Clients tab

1. Open the Clients tab.
2. Tap the + icon at the top right. Customer Creation opens.
3. Enter the Customer Name.
4. If you like, fill in the Phone number, Email and Identification Number.
5. To add notes, tap Add description and type in Description.
6. Tap Save.

The customer appears in your Customers list. If you leave the name empty, the customer isn't saved.

If you work in Team, the + icon only appears if your role can create loans and customers.

Customer photos

• Profile photo: tap the circle with the silhouette at the top of the form and pick a photo from your gallery. You can crop it before saving.
• Photos: below the form there's room for 5 more photos, for example of an ID or a guarantee. When you tap a slot, the app asks for a label for the photo and then you pick the image.

If one of those slots already has a photo, tapping it lets you choose View Image, Replace Photo or Delete Photo.

While creating a loan

If you tap the + button in the bottom bar to create a loan, the app asks who it's for:

1. Tap New customer.
2. Choose Manual entry to fill out the same Customer Creation form. When you tap Save you return to the loan with the customer already filled in.
3. Or choose My contacts to take the name, phone and photo of a contact on your phone. This customer is saved together with the loan.

My contacts only appears if you gave LoanAdmin permission to see your contacts. If the contact you pick is already your customer, you'll see Customer already exists: tap Use existing to use the same customer instead of creating another one.

When you type the details by hand, the app doesn't check whether you already have that customer. If you're not sure, look them up in your list first.

Create a loan for a customer you already have

1. Tap the + button in the bottom bar.
2. Tap Existing customer and pick the customer.
3. Fill out the loan form.

All the steps are in Creating a loan.

Edit a customer

1. Open the Clients tab and tap the customer.
2. Change whatever you need.
3. Tap Save.

To delete a customer or recover one from the trash, read Editing or deleting clients and loans.

On the web

On loanadmin.app open Clients and click New customer. Besides the Customer Name (the only required field), phone, email, ID number, Comment and up to 5 labeled Photos, the web has an Additional information section: Identification Type, RFC, Birthday, Occupation, Address, City, Preferred channel and Tags (separate them with commas). When you click Save, the customer's page opens, with the Edit and New Loan buttons.

You can also create a customer without leaving the loan form: under Select Customer, click Create New Customer.

Related

• Creating a loan
• Editing or deleting clients and loans
• Using LoanAdmin on the web