Support Center

Assigning Clients to Credit Officers & Branches

Last Updated: Jan 06, 2017 04:35PM CET

If you need to assign several clients or groups to a different credit officer or to a different branch,

  1. Go to Clients > All Clients
  2. Use the filtering options to see the list of clients you're searching for.
  3. Check the boxes that correspond to the clients you want to reassign.
  4. Click Actions > Reassign
  5. Choose the new branch, center and/or credit officer.
  6. Click Assign.

 

 

All the clients will then be assigned to the new branch and / or to the new credit officer.

 When bulk reassigning multiple clients or groups, if the centre or credit officer are left empty, Mambu will not update the centre or the credit officer on the selected clients. This allows you to change the branch of some clients or groups and keep their existing centre and/or credit officer.

 

Only users with the permission to Edit Clients and to Edit Groups can make a bulk assignment of clients to credit officers and branches.

 

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