Hi Venessa,
For adding applicable collateral types, navigate to Admin->system->view
code. Find the code named "LoanCollateral" and Click on Add/edit code value
(I have added a new code value called Gold )
Regards,
Vishwas
On 1 July 2013 13:08, Edward Cable <[email protected]> wrote:
> Hello Vanessa,
>
> Glad you're trying out Mifos X.
>
> See my responses inline - I logged onto your test instance to look around.
>
> I've cc'd some of our developers and our community mifos-users mailing
> list so others can benefit from seeing answers to your good inquiries.
>
> Keith/Vishwas,
>
> Vanessa has some questions regarding their Mifos X demo instance.
>
> One question around collateral type and another regarding client-level
> fees. See below.
>
>
> On Fri, Jun 28, 2013 at 8:48 AM, Vanessa Nicholas <[email protected]>wrote:
>
>> Hi Ed****
>>
>> ** **
>>
>> We have entered one client in MIFOS but I have the following questions***
>> *
>>
>> ** **
>>
>> **1. **How do we edit the amount on the loan application it has
>> $1000 we want it be $3000.
>>
> I see that in your loan product you've set it for a min of $500, a default
> amount of $1000 and a max of $5000. You should simply be able to switch
> the amount to $3000 - $1000 is only prepopulated - you are free to change
> the value.
>
>> ****
>>
>> **2. **How to add collateral type
>>
> Vanessa - this is a good question. As you can select to Add Collateral but
> aren't able to populate the dropdown of collateral types. I need to see if
> we've exposed that setting through the administrative menu - I'm cc'ing
> both Vishwas and Keith (our developers) on this email so they could reply
> with a response.
>
>> ****
>>
>> **3. **Our admin fee is a one-time cash payment, how do we reflect
>> that
>>
>
> Vanessa - is this admin fee at the loan level or the client level?
> Currently in Mifos X, we have support for loan fees/charges but will soon
> be adding these at the client level as well -
> https://mifosforge.jira.com/browse/MIFOSX-520
>
> When assessing this fee is it at the time of disbursement or is it due at
> a later date i.e. during their first repayment? Please specify how the fee
> is assessed and collected and we'll schedule it in an upcoming release in
> our roadmap.
>
>
>
>> ****
>>
>> **4. **The “select staff” feature is not activated in the client
>> section it would be good to have the loan officer’s name attached to the
>> loan.
>>
>
> Vanessa - first you must add an employee and then they will show up in the
> drop down based on which office the staff belongs to. Simply go to admin >>
> organization >> add employee >> select the office, enter their name and
> whether they're a loan officer or not (loan officer vs. non loan officer
> will soon have controls over data scope, etc.)
>
>> ****
>>
>> ** **
>>
>> ** **
>>
>> ** **
>>
>> ** **
>>
>>
>>
>
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