Mambu Banking Engine

Ideas aimed to improve the current experience provided by the Mambu Banking Engine.

Enable customisation of default fields

What

Make the fields from the default client sets, 'General' and 'Details' fully customisable, with full control over whether they are available, optional/mandatory, available by default, and view/edit rights per user role.

Why

All of these fields are permanently available/on view, and 'First Name' and 'Last Name' are also mandatory. More flexibility may be desired by some organisations, especially if not using client records in the conventional sense, or wanting to control or prohibit the storing of sensitive information in Mambu in favour of an external CRM system.

  • James Anderson
  • Jul 28 2020
  • Attach files
  • Yahaya Kaggwa commented
    25 Aug 10:35am

    it will greatly help with issue of restricting unauthorized team.

  • Kingsley Adipo commented
    25 Aug 05:42am

    This will greatly help with issue of restricting unauthorized team/roles from viewing information that is vital in the organization.