WFMA Inc. - Admin

USER DETAILS

NAME:

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Filename: admin/sidemenu.php

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USERNAME:

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Filename: admin/sidemenu.php

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LEVEL:

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Filename: admin/sidemenu.php

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DATE JOINED:

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NOTES:

This system includes Access Level Restriction Module, which means some features are disabled for security reason.

WFMA Modules

Membership System
Client Information System
Application Mgt. System
Accounting System
Cashier Transaction System
Marketing System
MISC / Reports

Change Password

WFMA Membership System

Member Hierarchy

National Referral

MD Wifi Connection

WFMA Client Information System

WFMA Inc. Products

Flagship Products

Provider Prefix Tags

Application Management System

WFMA Accounting System

Process Health Care

Process Life Insurance

Process Mutual Fund

Process Non-Life

Process Pre-Need

Process Memorial

Commission Report per Leader

Member UB Accounts

Process Deductions

WFMA Cashier Transaction System

Others / Convention

Report (cashier)

Life and Health Dec.

Marketing System

Managing Directors

Generate Report

MISC / REPORTS

Commission Structure

Commission Reports

Per Agent Production

Production Report

Admin Members Module

Approve Members

License Approval

Member Heirarchy

Member Details ⁰

Admin Products Module

Special Points and Rates

Admin Business Module

Approve New Business

Admin Reports Module

MD Production Report

MD Production Report Summary

Daily Production Report

Summary of Total Production

Administrator Module

Report Option:

Report Type Personal Recruits
Personal Production
Baseshop Recruits
Baseshop Production
Per MD Hierarchy
WFMA Summary Report

Report Range Optional Monthly

Individual

Company

Personal Information
First Name:

Last Name:

Middle Name:

Birthday:

Contact Information
Mobile:

Telephone:

Email Address:

Resident Address:

Company Information
Company:

Contact No.:

Fax No.:

Email Ad:

Address:

Authorized Personnel
Last Name:

First Name:

Middle Name:

Personal Information
Agent Code:

Last Name:

First Name:

Middle Name:

Spouse Name:

Citizenship:

Civil Status:

Birthday:

Branch:

Licensed:

Hierarchy Information
Recruiter:

Managing Director:

Date Joined:

Contact Information
Mobile:

Telephone:

Email Address:

Permanent Address:

Resident Address:

Agent Code:

Agent Income Report

Witholding Tax & Cash Bond

Agent Code

Range Optional Report
Montly Report

Agent Code: