Ideas for the Mambu Banking Engine

Manual templates (SMS, Email) restricted per Client/ Group Type

What: A possibility to restrict manual communication templates (Administration > Templates > SMS/ Email) only to certain Client/ Group Types.

Why: Some templates might apply only to certain client/ group types. For example, completely different templates might be used for a Prospect, a Client and a Guarantor. Restricting access to the manual communication templates by client/ group type would lower risk of making a mistake and sending an incorrect text message/ Email, as well as generally make it easier for Users to manually send communications to clients (especially in case of many manual templates).

  • Dorota Nosal
  • Oct 13 2017
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