In corporate legislation, a member is generally defined as (1) the subscriber to a firm’s memorandum of association (or articles of incorporation) who is deemed to have agreed to become a member of the firm, and whose name is entered in the firm’s register of members when the firm is registered.

1. Log into your Accozen console sso.accozen.co.in with your Username and Password. 

2. Login>Chit core> Member

1.Search – Member can be searched by entering by Member name,F/c no, Acc no, Area, sort by and status of the Member.

2.Sort by– It can sort the member list of ascending and descending order of ID or Name or Fc no. 

3.Clear– Remove all the search tab filters and you can freshly searched by entering details.

Click Add New option to add new Member into your organization. Enter the following details.

Member Information

Name*– Enter your Member’s name.

Relationship Name*– Enter the Member Relation’s name.(Eg. D/o. Yogesh)

Mobile Number* – Enter the Member Mobile Number

Family code*– If the enter member is new, create automatically. Already family person in member, you can use that code to find out easily for report.

DOB  – Enter the Member Date of Birth. 

Wedding date– If Married member can enter the date and which is optional. It’s used to search member easily. 

Email – Enter your Member’s email ID. This field is not mandatory.

Guardian– Enter the member Guardian Name, Relation, and contact details and optional only.

Signed person Designation– Enter the designation of member who signed.

Area– Enter the Area name and its not mandatory

Aadhar  – Enter your Member’s Aadhar number.

Pan card– Enter your Member’s pan card number and you can check the pan card number with the verification link below.

GST No. – Enter your Member’s GST number and you can check the GST number with the verification link below.

Is active– Click the active button to activate the member otherwise deactive.

Is User– You can choose the member to user also. After selecting the member as a user, you should fill up the password and the member used as a user to login.

Click Submit to save your Member and you can select member to wherever you need.

Click Cancel to Clear your member details and you can freshly start to enter the Member details.

Address Details
We can add multiple address, but can have only one primary address

Collection Details
For Auto collection task[ACT], we are getting collection details like time, frequency type, agent name from member screen, it will auto fill in group member screen

Bank details 
We can add bank related details here

Case details 
 Any case related information,we can add here.

Introducer list 
It is used to know about the introducer information for this member. Introducer will be an existing member or other.

Proof details 
We can upload all proof documents here.

To edit Member,

Members can be edited in the Member list by double clicking the member’s name.

Delete – click to delete the member details .

Member Info– you can select particular details to fill up or edit.

Click Save to save your Member details.

Click Cancel to remove your member details and you can freshly start to enter the Member details.