Mtiririko wa kazi
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1
Tafuta kabla ya kuongeza
Fungua Contacts na tumia Search contacts kwa jina, simu au namba ya NIDA, ili mtu mmoja asisajiliwe mara mbili. Mmiliki, msimamizi na meneja wa tawi pia wanaona Download Excel.
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2
Ongeza mteja
Bofya Add contact (Register member kwa SACCOS). Chini ya Identity andika First name, Last name, Date of birth, National ID, Nationality (herufi mbili, mfano TZ) na Marital status (hali ya ndoa). Kwa biashara ongeza Registered business name, Registration number, Registration date na TIN.
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3
Mawasiliano na kazi
Andika Phone, Email, Region, District na Ward (kata hujaza Postcode yenyewe), Occupation, Employment sector (sekta ya ajira), Monthly income na Address. Loan document language huamua kama taarifa ya mambo muhimu ya mkopo itachapishwa kwa Kiingereza au Kiswahili.
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4
Ndugu wa karibu na akaunti za malipo
Chini ya Next of kin andika Full name, Relationship, Phone na Address za ndugu wa karibu. Chini ya Payout Accounts bofya Add Payout Account kwa akaunti ya Bank Transfer au Mobile Money. Hifadhi kwa Create Contact; kanuni zenu zikihitaji idhini, kitufe kitasomeka Submit for approval.
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5
Pakia nyaraka za utambulisho
Kwenye kichupo cha Documents cha mteja bofya Upload documents, chagua Document type (mfano National ID (NIDA) au Payslip), jaza What is it?, weka Expiry date kama nyaraka ina tarehe ya kuisha, kisha bofya Upload. Alama za Expiring (ndani ya siku 30) na Expired hukuonya mapema.
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6
Pitia rekodi
Kabla ya ombi jipya kagua kichupo cha Loans na, kwa wanaoruhusiwa, kichupo cha Credit bureau. Tumia Edit kubadilisha taarifa au Customer status (Active, Inactive, Blacklisted, Deceased).
