[Mifos-issues] [JIRA] (MIFOSX-2115) when assigning a a loan office to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a loan officer to a group

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andrewDzakpasu (JIRA)

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Jul 10, 2015, 3:19:10 AM7/10/15
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andrewDzakpasu created an issue
 
Mifos X / Improvement MIFOSX-2115
when assigning a a loan office to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a loan officer to a group
Issue Type: Improvement Improvement
Assignee: andrewDzakpasu
Created: 10/Jul/15 12:18 AM
Due Date: 10/Jul/15
Priority: Minor Minor
Reporter: andrewDzakpasu
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andrewDzakpasu (JIRA)

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Jul 10, 2015, 3:20:09 AM7/10/15
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andrewDzakpasu updated an issue
 
when assigning a a loan officer to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a loan officer to a group
Change By: andrewDzakpasu
Summary: when assigning a a loan  office  officer  to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a loan officer to a group

andrewDzakpasu (JIRA)

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Jul 10, 2015, 3:24:09 AM7/10/15
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andrewDzakpasu updated an issue
when assigning a a loan officer to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a loan officer to a group.

I know the proposeAndAccept Transfer can do this but a lot of our clients make mistakes while making payments before transferring clients to differrent loan officer in the
 group  same office  . Due to this they cannot adjust the transaction or undo disbursal since the client has been transferred. 

andrewDzakpasu (JIRA)

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Jul 10, 2015, 3:24:10 AM7/10/15
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andrewDzakpasu updated an issue
when assigning a a loan officer to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a loan officer to a group.

I know the proposeAndAccept Transfer can do this but a lot of our clients make mistakes while making payments before transferring clients to differrent loan officer in the group . Due to this they cannot adjust the transaction or undo disbursal since the client has been transferred. 

andrewDzakpasu (JIRA)

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Jul 10, 2015, 3:25:11 AM7/10/15
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andrewDzakpasu updated an issue
when assigning a a loan officer to a client. Can we add and optional parameter called "inhertClientActiveAccounts" . This is similar to the one we have on assigning a loan officer to a group.

I know the proposeAndAccept Transfer can do this but a lot of our clients make mistakes while making payments before transferring clients to differrent loan officer in the same office . Due to this they cannot adjust the transaction or undo disbursal since the client has been transferred.     Adding this functionality will avoid them using the proposeAndAcceptTransfer

Dayna Harp (JIRA)

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Sep 24, 2015, 9:28:09 AM9/24/15
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dharp@mifos.org (JIRA)

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Sep 25, 2015, 2:13:10 PM9/25/15
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dharp@mifos.org (JIRA)

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Oct 1, 2015, 11:22:10 AM10/1/15
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dharp@mifos.org (JIRA)

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Oct 1, 2015, 11:22:14 AM10/1/15
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