Ideas for the Mambu Banking Engine

"Accounts Summary" section for Group clients

What: add an "Accounts Summary" section in the "Overview" for Group clients, in the same way as the one currently available for individual clients. 
 
Why: It would be useful to have a  overview of all the accounts a Group (or Company) has. 
  • Rodica Levitchi
  • May 12 2016
  • Shipped
  • Attach files
  • Steven Renwick commented
    3 Jun, 2016 02:51pm

    My suggestion is that this information - all Open Accounts - is available as a New Tab in the same way that Closed Accounts is currently available as a Tab.

  • Avatar160.e35e46fe62a53e488ef9451dd1d3432e