Question Groups are ways for loan officers and others working in the branch to collect information about groups and clients. These question groups can include demographic information (income, family size, types of business) that might change over time, and they enable you to know your clients and serve their needs better. The process of attaching question groups is the same for centers, groups, and clients. The example used here is for a center.
Center workers can ask the question groups directly from the computer screen, or they can print a copy of the question groups and take it directly to the client. If they use a paper copy of the question group, they must enter the answers in the computer later.
To create a new question group, follow the instructions in How to create a new question group.
When you are ready to use the question group online (or to enter question group data from the printed copy), follow these instructions.
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