Managing Clients

This page describes how to manage individual clients. For general information on individual clients, see Clients and Groups Overview.

Client native fields

Native fields are fields Mambu provides by default. As a general rule, you are not able to edit native fields. For more information, see Native Fields. If you want to create specific fields for your organizations then you must use custom field definitions.

The exception to this rule is a set of native fields that are associated with the client entity and that are part of the General or Details section of some client forms.

You can edit the name, ID, format, some of the usage settings, and the rights settings for these fields. These are the same settings used to manage custom field definitions. For more information, see Fields for custom field definitions.

To edit these client native fields:

1. On the main menu, go to Administration > Fields.
2. Select the Client entity and use the Custom Field Set dropdown to select either General or Details.
3. Find the field you want to edit and select Actions > Edit.

We provide some editing capabilities for these fields to provide more flexibility in capturing client information and to allow you to determine who has access to manage this information.

Managing the client native fields

The type of information captured by these fields must stay the same. Changing the name or ID of these fields, will change how they are displayed in some places in the Mambu UI - but it won't change how the fields are displayed in:

• Requests and responses when using the API
• Placeholders
• Condition settings used for notifications
• Custom view filter settings

For example, the Birth Date client native field will always be associated with the birthDate field in API requests and responses. Even if you change the name of the field to Marriage Date in the Mambu UI, the value of this property will still be associated with the birthDate key in any JSON response.

Editing a client

You may change a client's information anytime you need.

To edit a client:

1. Open the client's profile.
2. On the right-hand side of the screen, click Edit.
3. Make the changes.
4. Click on Save Client.

Editing notes and custom field values

To edit notes:

1. Go to the bottom of the client's overview page.
2. Hover over the notes area to reveal Edit and select it.
3. Enter the information in the text box.
4. Select Check to save. If you would not like to save your changes then select Deny .

To edit a custom field value:

1. Go to the bottom of the client's overview page.
2. Hover over the custom field value area to reveal Edit and select it.
3. Enter the information you would like to edit for the custom field value.
4. Select Check to save. If you would not like to save your changes then select Deny .

Reassigning clients

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

1. On the top menu, 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 the credit officer.
6. Click Assign.

All the selected clients will then be assigned to the new branch, center, or to the new credit officer.

Deleting a client

You can delete clients as long as they have no accounts.

When you delete clients, all their personal details will be permanently removed from the system.

To delete a client:

1. Open the client's profile.
2. On the right-hand side of the screen, click More > Delete.
3. Confirm.

Internal controls for individual clients

You may want to manage your exposure to individual clients, for example, in the case that they default on their loans. To manage risk, you can set Internal Controls which are accessible at Administration > General Setup > Internal Controls.

Examples of internal controls that you can set are:

• Setting whether clients may receive multiple loans.
• Determining if clients may be in more than one group.
• Selecting the characteristics for which you check for duplicate client creation.

For more information, see Internal Controls.