Ideas for the Mambu Banking Engine

Custom Fields for Attachments

What

Allow defining, storing and viewing custom fields (via API and UI) for attachments

Why

Some organizations may have a lot of documents they need to send and receive to/from the client (contracts, statements, id, etc) esspecially those that have regularly scheduled and recurring documents (statements) and having a flat heirarchy makes it harder to organize and access them. Custom fields would support things like labels and categories for attachments and make it easier to find documents for a specific client.

 

  • Eugene Danilkis
  • Dec 19 2016
  • Attach files