👥 Managing Customers

This guide explains how to add, search, edit, and manage customers in the dashboard - all in plain, simple language.

📍 Where to Find

Click Customers in the left sidebar menu

📋 What Information You Need for Each Customer

Personal Details (Required)

Field	What to Enter	Example	Important Notes
Customer Code	System creates this automatically	DF-0042	You can change it if needed, but it must be unique
First Name	Customer's first name	Rajesh	At least 2 letters, no numbers
Last Name	Customer's surname	Kumar	At least 1 letter
PAN Number	10-character PAN card number	ABCDE1234F	Must be unique - system checks immediately
Aadhar Number	12-digit Aadhar number	123456789012	Stored securely with masking (you'll see XXXX-XXXX-9012)
Mobile	10-digit phone number	98XXXXXXXX	Must be unique - this is their login ID for the app
Email	Email address (optional)	name@example.com	Used for notifications
Date of Birth	Birth date	15/01/1960	System auto-detects senior citizens (60+ years) for higher interest rate
Gender	Select from dropdown	Male/Female/Other	Required for records
Category	Type of customer	Individual	Options: Individual, HUF, Trust, Company

Address Details

Field	What to Enter	Tips
Address Line 1	House/flat number, building name	Be specific for delivery
Address Line 2	Street, area, landmark	Optional but helpful
City	City or town name	Full name, not abbreviation
State	Select from dropdown	Select carefully for TDS calculation
Pincode	6-digit postal code	System may verify this

Bank Account Details

Field	What to Enter	Why It's Important
Account Number	Bank account number	Where interest payments go
Confirm Account	Same number again	Prevents typing errors
IFSC Code	11-character bank code	System auto-detects bank name and branch from this
Account Type	Savings or Current	Required for payment processing

Documents to Upload

Document	Accepted Formats	Maximum Size	Tips
Photo	JPG or PNG	2 MB	Clear passport-style photo, face clearly visible
Signature	JPG or PNG	1 MB	Signature on white paper, scan or photo
ID Proof (PAN Card)	JPG, PNG, or PDF	5 MB	All corners visible, text readable
Address Proof	JPG, PNG, or PDF	5 MB	Recent utility bill, bank statement, or Aadhar

Nominee Details

The nominee receives the investment if something happens to the customer:

Field	What to Enter
Nominee Name	Full name of nominee
Relationship	Son, Daughter, Spouse, Parent, etc.
PAN (Optional)	Nominee's PAN if available
Percentage	Usually 100% for single nominee

➕ How to Add a New Customer

Step by Step

1. Open the Form: Click the + Add Customer button (top right corner)
2. Personal Details:
   • The Customer Code is filled automatically
   • Enter name, PAN, Aadhar, mobile
   • If PAN/Mobile shows red - it means another customer already has it
3. Address: Fill permanent address, then correspondence (or check "Same")
4. Bank Account:
   • Enter account number twice (must match)
   • Enter IFSC - bank name auto-fills
5. Documents:
   • Click each upload area
   • Select file from your computer
   • Wait for green checkmark
6. Nominee: Add at least one nominee
7. Save: Click Save Customer

⚠️ Common Errors When Adding Customers

Error Message	What It Means	How to Fix
"PAN already exists"	Another customer has this PAN	Check if customer already exists, or verify PAN is correct
"Mobile already exists"	This phone number is registered	Search for existing customer with this number
"Invalid PAN format"	PAN not in correct format	Must be 5 letters + 4 numbers + 1 letter (e.g., ABCDE1234F)
"File too large"	Document exceeds size limit	Compress the image or reduce quality
"IFSC not found"	Bank code not recognized	Double-check IFSC from checkbook or bank's website

🔍 Finding a Customer

Quick Search

Type in the search box at the top:

• By Name: Type part of the name (e.g., "Raj" finds Rajesh, Rajiv)
• By Code: Type customer code (e.g., "DF-0042")
• By PAN: Type full PAN number
• By Mobile: Type phone number

Using Filters

Click Filters button to narrow down:

• Status: Active customers only, or all
• Has Investments: Show only those with investments
• Senior Citizen: Show only 60+ age customers
• Date Range: When they were added

✏️ Editing Customer Details

1. Find and click on the customer
2. Click Edit button
3. Make your changes
4. Click Save

📥 Adding Many Customers at Once (Import)

When to Use

When you have 10+ customers to add, importing from Excel is faster

How to Import

1. Click Import button
2. Click Download Template to get the Excel format
3. Fill your customer data in Excel following the column headers exactly
4. Save the file
5. Click Upload and select your file
6. Review the preview - errors will be highlighted in red
7. Fix any errors in your file and re-upload if needed
8. Once all green, click Execute Import

📤 Downloading Customer Data (Export)

1. Apply any filters if you want specific customers only
2. Click Export button
3. Choose CSV (opens in any software) or Excel
4. File downloads automatically

What's Next?