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...

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...

Mambu uses two dedicated platforms to handle your account management and support needs: the Mambu Support and Ticket Portal and the Customer Service Portal.