7 docs tagged with "data-management"

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

A custom field consists of the custom field definition and the custom field value. The *custom field definition* is the custom field you create using...

Mambu allows users or API consumers that have the **Download Backups** (`DOWNLOAD_BACKUPS`) permission to perform database backups. We recommend...

To delete a loan account you must have the **Delete Loan Accounts** (`DELETE_LOAN_ACCOUNT`) permission. You may delete a loan account that has been...

Deleting a deposit account removes it permanently. Except when created by mistake, we recommend that you close deposit accounts, not delete them.

The default labels that can be changed are clients, groups, branches, centres, credit officers, interest, fees and loan. For more information, see...

Customers are able to transfer the ownership of an account to a different owner. This can be done in the following directions: