How to navigate within Mifos

Tabs

The tabs near the top of the screen

show you the main sections of Mifos. Click any of these to move to that section. For example, if you click the Admin tab, this screen appears:

Left navigation panel

On the left, links marked "Quick Start" will take you to commonly used operations.

When you are in different sections of Mifos, the left navigation panel does different things:

While viewing the Admin tab, you can use this panel to search for clients and accounts.
While viewing the Clients & Accounts tab, you can use this panel to begin common operations.
The left navigation panel is not used while viewing the Reports tab.

Opening screen

When you first login to Mifos, you see a screen that looks much like this:

Any time you see a Search box, as in the illustration above, you can go directly to a client, center, group, or savings/loan account. Type the center/group/client name, the system ID (for a client, group, or center), client's government ID, or loan/savings account number, and click Search. If there are more than one possible responses, a list appears, which might look like the following;

mifosmultiplesearchresult

In this case, click the correct one to view it.

Advanced search filters

Since Mifos 2.6.0 version, on Home page there are available advanced search filters. If you can not see filters, there is a need to click on "show" link under default search box (filters should be enabled by default). To disable search filters click on link "hide".

There is possibility to filter search results by:

Creation date (start date and end date)
Clients (status, gender, citizenship, ethnicity, business activity)
Groups (status)
Centers (status)

Advanced filters looks like on screen below:

Procedure steps

Some procedures (like creating a loan account) have several steps. In those situations, a bar across the screen tells you which step you are in. It might look like this:

mifosprocedurebar

How to go back to a previous page

You can always press your browser's Back button to retrace your steps within Mifos.

You can also see the path you have taken near the top of the screen, just underneath the tabs. (This path is sometimes called a "breadcrumb trail.")

Click anywhere on this path to return to that section.

Editable and noneditable fields

Depending on the choices you made during configuration, and on your role within Mifos, you may not be able to edit some fields. If you try to type something in these fields, you see an error message like this:

insufficient_permission

In addition, some fields may appear gray or dim; this is another sign that you may not change those fields.