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Change By:
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keithwoodlock
(03/Jun/13 3:54 PM)
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Description:
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During the call with Quipu an explanation of the '1.10 Group Question' part of document came up.
TEVI use groups as an administrative unit to aid dealing with the loans/clients that are grouped and managed by the same field agent.
The present group functionality in the platform should be good enough for them but they may want to develop their own 'group' screens possibly.
This task is will
lets recap what they are:
[23:26:33] Keith Woodlock: - meeting details could
be
done by Quipu
hidden if possible
[23:26:45] Keith Woodlock: - account information on group screen
[23:27:05] Keith Woodlock: - on clients page ablity to do new loan application like from groups page
[23:27:24] Marco Vergaray: -hidden options to create loans or savings
[23:27:59] Marco Vergaray: -hidden attach a meeting button
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