Seamless Group Member Transfers:

ByAmiri Sadiki Likati

We’re excited to introduce a new feature that allows you to easily transfer group members between different groups! 🎉 This enhancement streamlines member management, making it quicker and more flexible.

Key Benefits:

  • Quick Transfers: Move members between groups in just a few clicks.
  • Better Flexibility: Easily adapt group structures as needed.
  • Accurate Records: All member information stays intact during the transfer.

How to Transfer a Group Member: Step-by-Step Guide

  1. Go to Clients and search for the group.
  2. Click on the Group’s Client section.
  3. Select the client you want to transfer.
  4. Go to the Client Details and click Edit.
  5. Find the Group Name field.
  6. Click on Group Name to see a list of other groups.
  7. Select the new group and save.

Disclaimer: Before transferring, ensure the client does not have any loans, shares, or savings with the current group.

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