1. Click on Human Resources Tab menu
2. Click on PIM which is a sub menu under human resources
3. Click on Employee List which is a sub menu under PIM
4. Then, Click the Add New Employee button
5. Fill the information and click next.
6. Add/Select Job Title, Job Category, Department etc. fill all required fields and click “next”
7. Fill the information under salary if any and select “finish”.
8. A new user will be created and the user receives an email.

1. Click on Business Operation Tab Menu
2. Click on Lead Management, a sub menu under business operation
3. Then click on the + ADD button
4. You will get the form to create new lead
5. Select either individual or corporate

1. Click on Business Operation tab menu
2. Click on Lead Management, a sub menu under business operation
3. Select the client and click on view detail to have access to the client’s record
4. You will have 3 tabs at the top showing; Details, Policies, Policy Management
5. Navigate to the “Policies”, after which you select + ADD
6. Select the Appropriate Policy class, fill the modal form and click save.
7. You just created a policy

1. Click on Business Operation tab menu
2. Click on Customer Management, a sub menu under business operation
3. Select the client and click on view detail to have access to the client’s record.
4. You will have 3 tabs at the top showing: Details, Policies, Policy Management
5. Navigate to “Policies” tab.
6. Select the policy which you want to generate the debit note, then hoover over the icons then click, on the icon which is titled “generate debit note”.
7. You have successfully generated a debit note.

1. Click on Human Resources Tab menu
2. Click on PIM which is a sub menu under human resources
3. Click on Employee List which is a sub menu under PIM
4. Select the employee/user and view the profile details.
5. Select the “Job” sub menu, then click on, the “Terminate Employment” button.
6. The user will be terminated and he/she won’t be able to access his/her portal.

Yes. You can.

No.You cannot currently upload customer’s details at once

Please, contact us via email to help with customization.