Mambu Tips and Tricks

This article describes various useful shortcuts and optimizations that can improve your experience using Mambu.

Search box shortcuts

You can use shortcuts in the search box to find clients, groups, centres, branches, and users. You can search for the full name, or by entering the initials, in any order. For example, to find the following user:

You may enter F K or K F in the search box.

If the target of your search has more than one word in a single name field, such as the following user:

You can search with initials in two ways:

• Enter only first letter of each entire field, or A A D in this example.
• Enter two or more letters for words in the name field, or A An Cr D Ha in this example.

Searching for A A C D H would not work.

The same rules apply to clients, groups, branches, and centres with multiple words in their names. For example, to find the group Platinum Tier Members, you could search for platinum or p, but not for p t or p t m.

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.

Shortcut for entering thousands or millions

You can use K or M to enter large numbers more easily in all amount fields in Mambu.

• Use K to enter thousands (example: type 1K instead of 1000)
• Use M to enter millions (example: type 5M instead of 5000000)

Display more results in a list

You can edit the number of items displayed on a page or in a custom view by selecting the Show dropdown in the top right corner in the respective page, as shown below.

Deactivating and reactivating a fee on products

You can deactivate or reactivate a fee by clicking on the small green dot, which turns grey when deactivated.

Multiple item selection

On the All Clients and All Groups page, you can use the checkboxes next to the items in the list to reassign multiple clients or groups to other branches, centres, or credit officers.

To select multiple consecutive items in the list, you can select the first item you would like to include in your selection and, while pressing and holding Shift on your keyboard, select the last item of the desired range. To deselect, just press and hold Shift and click the first item again.

Once your selection is ready, to reassign multiple clients or groups select Actions > Reassign.