| Creating a New Branch |
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| Last Updated on Monday, 05 September 2011 08:29 |
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● Branches
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BranchesA branch is each of your organization's local units that provides financial services and manages the clients from that specific location.
Creating branches in Mambu allows you to associate them with staff members and clients, analyze all the data from a specific branch (e.g. growth of portfolio, number of clients, staff and so on), compare it with other branches' performance, and easily identify any issues that happen locally and that might have an impact in the organization.
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Create a new branchTo create a new branch, go to Administration > click on Organization > New Branch > fill the form > click Create Branch.
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Related Items |
You can see a list of your organization's branches in Organization, and edit them in Administration.