1. Click Groups then click Transfer Group
2. Fill up the branch (cluster created as branch), loan officer (original), Group (cluster name) then click Group Members. Click Next,
3. Tick the change loan office of group box then provides the new officer of the cluster, provide Note then Next.
4. Click submit for approval.
5. AM will go to Groups in the dashboard to approve the transfer.
Please take note that all transaction dated before the transfer will no longer be transacted as it will prompt as error.
Make sure before initiating the transfer all transaction of clients shall be posted first.