Ideas for the Mambu Banking Engine

Customizable client addresses

What

Allow customizing client addresses:

- add address types (so one can have multiple 'types' of addresses like home, work, mailing, primary, etc)

- allow choosing the fields included for each address (including which are required/optional, and which are selection or text).

Why

Fields included in an address differ per country and tenant. And most organizations need to keep track of more than one address per client - typical ones are mailing address, home, work.

  • Rodica Levitchi
  • Jul 23 2015
  • Planned
  • Attach files
  • Marcus Berkowitz commented
    20 Dec, 2016 10:40pm

    Has anyone tried using custom fields for this? It's a little annoying to have two addresses, but we've used custom fields for our local context really effectively. For us what would be great is simply a way to turn the default address fields off completely so there aren't two confusing and separate sets of address fields, some required and some not.

  • Richard Axelsson commented
    16 Sep, 2015 02:08pm

    Exactly what we need!

    What

    1. Multiple address types/groups (for us it would be permanent address, current address and business address and possibly others) 

    2. Add, remove and change the names of address fields (in the Philippines we use Street, Barangay, Municipality, Province, Region)

    Why

    As it is now, only a few of the standard address fields would be used and others would be custom fields. It is confusing to have some address information in one group and some in others.

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