Ideas for the Mambu Banking Engine

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1 VOTE

Add new tabs at the Client/Group level to segregate accounts

What?Add new tabs at the Client/Group level to segregate accounts by state. Similarly as it’s currently available for “Closed Accounts”. Why?Some organizations manage a large number of loans per client. As the number of loans and history of the cl...

Created 5 months ago by Kareem Barreto

Customer / UX / Clients

0
1 VOTE

Allow searching by custom field values in the “magic” search bar

What: Allow searching by custom field values in the UI “magic” search barWhy: Organizations that capture client or account information in custom fields need to quickly lookup the customer or account details based on the custom field values. For ex...

Created 6 months ago by Ancuta Covaci

Customer / Workflows / UX / Data management

0