Ideas for the Mambu Banking Engine

Add clients to a group from the client create/edit form

What: Allow adding clients to existing groups from the client create/edit form.

Why: MambuĀ“s current group-forming process requires editing the group, and adding clients that were created previously to it. In some organizations clients are added to the group one by one when each member is being created, meaning that after creating each client the users would need to edit the group and add the client, repeating this last step once per team member is time consuming.

  • Rodrigo Ocampo Uribe
  • Aug 2 2016
  • Already exists
  • Attach files