Ideas for the Mambu Banking Engine

A possibility to assign a client to a group at client creation

What: A possibility to assign a client to a group when creating the client rather than when creating the group (similarly to how the branch, centre or credit officer assignment works). 

Why: Users creating the client typically already know if a client belongs to any group and which group he/she is a member of. Therefore, this approach would make the process much simpler (1- create a group, 2- create a client and assign to a group) compared to how it currently works (1- create a client, 2- create a group, 3- specify group members). 

  • Dorota Nosal
  • Oct 1 2015
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