Custom fields and custom views for credit arrangements

A credit arrangement is the maximum amount a client - individuals, groups, or companies - can take out in loans and overdrafts.

Adding custom field definitions

Custom fields are additional fields you can create in Mambu to capture any additional information required for your business processes.

You can create custom field definitions for credit arrangements which will appear in the forms you use to create and edit credit arrangements.

For more information, see Custom Fields.

Custom views for credit arrangements

Custom views are used to generate reports on the fly and easily get filtered lists of information. Creating custom views allows you to display a custom interface within Mambu alongside built-in views for quick access.

Saved custom views

Saved custom views are accessible from menu items in the navigation bar. You can create a credit arrangement menu item and create saved custom views to assign to it. For more information, see Menu Items and Custom Views.

Temporary custom views

You can create temporary custom views for credit arrangements by using the View menu in the top bar. For more information, see Temporary custom views.

Example

An example of a custom view for a credit arrangement is to set a filter to retrieve a list of clients where the consumed credit amount is more than USD49,999.00. This would mean they have an exposure of more than USD50,000.00.