Chamasoft allows you to edit the profile of the group members. Here, you can change or update the profile details of a member in the group. Go to Members>Membership Management>List Members Choose the member you to edit and click on the EDIT button. Scroll down to edit the details you wish, Click on SAVE CHANGES after editing to save. […]
Chamasoft awards you 50 SMSes after creating an account. These SMSes are used to send messages and notification to members. Upon depletion, you can top up an extra sms bundle. To purchase an sms bundle, MPESA: Go to MPESA on your phone Then go to Lipa na MPESA Then go to Paybill Enter the Chamasoft […]
After adding members, the group admin can invite members to login into their own accounts. To invite a member, click list on members Click on SEND INVITATION to invite a member. You have successfully invited a member.
Chamasoft allows you to void a transaction after recording. This is deleting of a record which was previously created and is very important in case of a error during recording. To void a record, you must first list the records. Choose the record you wish to void click on the VOID button to to delete the record […]
Yes, Chamasoft facilitates sending of payment receipts to members, once a deposit has been made. These receipts can be sent through text and via email. This receipts can be sent when receiving the individual member contributions. How to; On the dashboard, select Deposits and proceed to click on Record Contribution Payments as shown below; Fill in […]
Chamasoft allows you to find a specific member in the group list. This can be very useful when you wish to view certain member from a long list of members. You can directly point to that member by searching their name. On the dashboard, select Members. A drop-down menu appears. Select list members. A list […]
Chamasoft enables you to send notifications to group members via sms and emails. These notifications include; Member invitations. Invoice to to members. Receipts to members. Loan notifications to members. Fine reminders to members. These notifications can be enabled or disabled To enable notifications to members, on the corresponding transaction, click on checkbox Always keep the […]
Chamasoft generates financial reports of all the records within the group, which can downloaded in different formats i.e PDF & excel documents. These documents can be used as financial statements for your investment for your investment group. To download a report; Go to REPORTS and click on the transaction you wish to download. Click on GENERATE PDF to […]
If you can’t log in to Chamasoft because you’ve forgotten your password, you can reset your password from the Chamasoft login page. We’ll send you a confirmation code to verify your account then create a new password to log in with. However, Chamasoft doesn’t send forgotten passwords for security reasons. Please follow the steps below. Go to […]
Chamasoft is currently web-based. This means that in order to use the system, you must have an active internet connection and a device that can connect to the internet i.e (Laptop, desktop or mobile phone) However Chamasoft is currently working on a mobile application which will work offline and automatically synchronize your data immediately you […]