Mambu Search

The search box allows users to either search all categories, or filter by category.

When you select the search box, a drop-down dialog opens with all the categories listed.

On the right side of the search input field, you can click X to remove the input text.

If you select a category, search results will be refined. You can select multiple categories, and the results will be listed per category.

If you hover over a search result in the list, a Copy icon will be visible to the right. Clicking this will copy the result ID to your clipboard.

If you log out and in again to your Mambu tenant, the last search query text will persist.

Search rules

For keywords such as names, you must enter a minimum of three alphanumeric characters. For strings such as account number, you must enter a minimum of five digits.

The search box will also suggest that you select a category in cases where search results are taking too long.

You can search using the full name or by entering at least three letters of a name. The results will include names that begin with the letters you enter, and you can use up to three search terms per query.

In this case for example, you may enter FRE, or FRE MIC, or FRE MIC SMI in the search box for more refined results.

If a single field contains multiple words separated by spaces, they will behave like a single word. This means that your search input must match the beginning of the database entry, and word order matters. For example, if the first name of a client (firstName) is 'Frederick Michael,' searches for 'Fred,' 'Frederick,' or 'Frederick Michael' will return results, while 'Mich,' 'Michael,' or 'Michael Frederick' will not.

Keyboard navigation

The following keyboard shortcuts can be used to navigate search:

• ↑ and ↓ to select result items
• ↑ to the top to focus on the input box
• When result item is selected, press Enter to navigate to the result
• When input box is focused, press Enter to do instant search
• MacOS ⌥ + Space or Windows Alt + Space to focus on input box and select all search text.
• Escape to close the drop-down.

Searchable fields list

The following list shows which fields can be searched, per category:

Client (client)

Group (group)

User (user)

Branch(branch)

Loan account (loanaccount)

Savings account (savingsaccount)

Centre(centre)

Line of credit (lineofcredit)

Searching for Accounts

You may search for loan or deposit accounts in two ways: with the search box, or by using the filter options from the Loans or Deposits view.

To find an account using the search box, enter the unique account ID.

Use the filter options of the All Loan Accounts or All Deposit Accounts views to see all loans or deposits accounts of a specified category. You can filter accounts by:

• Branch
• Credit Officer
• Account State
• Loan Product
• Loan Balance
• Creation date

For more information, see Editing filters and columns on a custom view page.