Another way to possibly do it is if you have unique ID¹s (ie, Government IDs), is you can make sure to enter that for both the staff account and client account.
Another option is to add a custom field for the client account and enter in the Staff user id. >From either of those, you could link the accounts in your reporting. Ryan Ryan Whitney Mifos Technical Program Manager [email protected] Mifos - Technology that Empowers Microfinance (www.mifos.org) From: Emily Tucker <[email protected]> Date: Thu, 29 Jan 2009 17:03:20 -0500 To: <[email protected]>, <[email protected]>, "[email protected]" <[email protected]> Subject: Re: [Mifos-users] How to create accounts for staffs Hi Gbolahan and Diane, The only way I know that you can create a loan for a staff in Mifos is to enter them in as a ³client². We currently do not have the ability to open accounts for staff in Mifos (unless Gbolahan has discovered some hidden functionality!). One way to do this is to create a separate center or group called something like ³Staff²and then create clients for all the staff that have loans. You¹ll need to change your reports to ignore this center/group when calculating total active clients, etc. Hope this helps, Emily. From: Gbolahan Oshonubi [mailto:[email protected]] Sent: Thursday, January 29, 2009 7:34 AM To: [email protected]; [email protected] Subject: Re: [Mifos-users] How to create accounts for staffs Yes sir you can do that. For the generation of report, you can use the BIRT to generate report of staff with active loans Thank you, Gbolahan Oshonubi Intelligent Network Services Ltd [email protected] Mobile +234-8023175974 Remain blessed Disclaimer This e-mail (and any attachment) is intended only for the attention of the addressee(s). Its unauthorised use, disclosure, storage or copying is not permitted. If you are not the intended recipient, please destroy all copies and inform the sender by return e-mail. Internet e-mail is not a secure medium. Any reply to this message could be intercepted and read by someone else. Please bear that in mind when deciding whether to send material in response to this message by e-mail. From: [email protected] Sent: Thursday, January 29, 2009 3:36 PM To: [email protected] Subject: [Mifos-users] How to create accounts for staffs Hello, In Mifos how can I create an account (savings and loan) for staffs (e.o Loan officer, Manager) and associate the staff Id with his/her client Id? I would like to generate a report of all staffs who have active loans. Diane Thank you. ---------------------------------------------------------------------------- -- This SF.net email is sponsored by: SourcForge Community SourceForge wants to tell your story. http://p.sf.net/sfu/sf-spreadtheword _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users ---------------------------------------------------------------------------- -- This SF.net email is sponsored by: SourcForge Community SourceForge wants to tell your story. http://p.sf.net/sfu/sf-spreadtheword _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users ------------------------------------------------------------------------------ This SF.net email is sponsored by: SourcForge Community SourceForge wants to tell your story. http://p.sf.net/sfu/sf-spreadtheword _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users
