- 26 Jun 2023
- 3 Minutes To Read
User Link Custom Field Showcase
- Updated On 26 Jun 2023
- 3 Minutes To Read
Fields are values associated with a Mambu entity such as a client, group, or loan account. Native fields are fields Mambu provides by default.
You may also create custom field definitions to capture additional relevant information. For more information, see Custom Fields.
By default, automated SMS and email notifications can only be sent to individual clients, members of a group, or credit officers.
In this showcase, we will show how you can use a user link custom field definition to also send automated email or SMS notifications that relate to individual clients or groups to users in Mambu.
Examples where this may be helpful, include:
- Notifying a user about a change in client state. For example from pending approval to rejected or from active to blacklisted.
- Notifying a user that their client has an unpaid repayment due.
- Notifying a user that their client's loan was approved.
Step 1: Create a custom field set
To start the process of creating a user link custom field definition we must go to Administration > Fields.
The automated email notifications that will be sent to a user may relate to either individual clients or groups.
In our example, the notifications will relate to individual clients so we must select the Client entity when creating our custom field set and the associated custom field definition.
We will create a standard custom field set called Email Notifications.
For general steps on how to create a custom field set, see Creating a new custom field set.
Now that we have created the custom field set, we are ready to create the associated custom field definition.
Step 2: Create a custom field definition
Once we have created our Email Notifications custom field set, we are ready to create the Subscribed Users user link custom field definition.
For general steps on how to create a custom field definition, see Creating a custom field definition.
When creating the custom field definition we will use Subscribed Users as the name and use the Type dropdown to select User Link.
We should verify that the Email Notifications custom field set is selected and that we have adjusted the usage settings appropriately to make the custom field definition available to all the necessary client types.
Now that we have created our Subscribed Users custom field definition, let's look at how we can assign users to individual clients.
Step 3: Assign a user to a client
To assign a user to an individual client, you must visit the client profile and select Edit. In the dialog, you must find the Email Notifications custom field set and use the Subscribed Users field to select the desired user you want to assign. The user will then be entered as the custom field value.
Now that we have assigned a user to an individual client, we may set up our automated notification.
Step 4: Create an automated notification template
You may set up either automated email or SMS notifications to be sent to users when certain client or group activity occurs. In our example, we will create an automated email notification by going to Administration > Email.
The email notification will notify a user that a client they are assigned to has been approved. By default, when you select Client as the Target of your automated email notification, the only available recipients are client and credit officer. However, now that we have created our Subscribed User custom field definition we will find that this is an additional option in our recipients list. For more information on all the available fields when creating emails, see Creating automated email notifications.
Now that we have created our automated email notification template, whenever an individual client that has a user assigned is approved, the assigned users will receive an email notification.