16 docs tagged with "clients"

A *client* models any customer that is just an individual. A *group* models any customer that is not an individual.

Extract all the client specific custom field values grouped by client. Each new client will be displayed on a new page.

This page describes the client life cycle. For general information on individual clients, see [Clients and Groups...

This page describes how to create, edit, and delete client types. For general information on individual clients and how they are used, see [Clients...

The term *client* is used in different ways in Mambu. In general usage, a *client* refers to any customer of your organization. Clients are...

Represent as a pie the client portfolio spread by state.

Classes are the different classes of profit sharing within the same investment pool. For example, within a real estate investment pool you may have...

Every deposit account you create in Mambu is an instance of a deposit product that has been created before. So, the terms that were set for the...

A *credit arrangement* is the maximum amount a client can take out in loans and overdrafts. It is similar in function to the *maximum exposure*...

Every loan account you create in Mambu is an instance of a loan product that has been created before. So, the terms that were set for the product...

Every individual client you create is created from a client type. Make sure to have set up any necessary client types before moving on to individual...

The Customer Service Portal is a self-service portal that can be accessed at [https://mambu.my.site.com](https://mambu.my.site.com).

ID templates are representations of different forms of identification documents that you can collect from your clients.

An *ID template* is a representation of a type of ID document. For more information, see [ID Templates](/docs/id-templates).

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

When working with clients you may wish to view their loan history in order to come to a decision on whether to approve or disapprove a particular...