Hi Every one
Provided options is more helpfully to transfer funds form one account to
another account at Branch Level. and also please look into following my
observations.
1) Transfer is more closed to the one Customer account to another customer
account (Selected customers related to the one particular Branch).
If also "Fund transfer option at customer level" It is more helpful.
i) Option for "Registering beneficiary account at account level
ii) for that required option for search through account ID or Mobile Number
or Client Name or Client Last name.
2) As per mifos X plan If provided user level Log in ID's at that time
more helpful to the customer
Thanks
Srinivasarao Yedida
On Thu, Sep 25, 2014 at 12:40 PM, Binny Gopinath Sreevas <
[email protected]> wrote:
> Nayan,
>
>
>
> As discussed,
>
>
>
> Would be good to first select:
>
> a) If the user is transferring to the client’s own account or
> another client’s account
>
> b) Also, if it I a loan account or savings account and then to
> capture the account number
>
>
>
> Agree that account number would be a more efficient way. However, if there
> are users who want to select account via office/customer name, then it
> could impact them. Hence my suggestion is to, show a text box to get
> account number and also retain the existing feature of selecting by Client
> Name. Either one may be used depending on the preference of the user.
>
>
>
> Other Mifos Users,
>
>
>
> Would be good to know if anyone using the current feature of selecting
> Office, Client, Account Type and Account # - (with a couple of seconds
> delay in populating each of them). Please let me or Nayan know if you think
> that the current approach should be retained and should not be removed.
>
>
>
> Thanks
> Binny
>
>
>
>
>
> *From:* Nayan Ambali [mailto:[email protected]]
> *Sent:* 25 September 2014 11:56
> *To:* Binny Gopinath; A good place to start for users or folks new to
> Mifos.
> *Subject:* More usable Fund transfer screen
>
>
>
> Hi Binny,
>
> At present Jananidhi has hard time in transferring fund between s/b
> account. As during the fund transfer one has to select the beneficiary from
> client drop-down which lists all the possible client in that branch, which
> not practical to select the client as list is not alphabetically sorted and
> each branch have approximately 1500 clients :(
>
> I am proposing attached screen as the better solution and also we can have
> button that says "to other person's account" or "another account of the
> same client" and then display appropriate screen.
>
> Please refer attached screen.
>
> @Subbu, if others agreed please convert this thread into JIRA improvement
>
>
> Thanks and Regards,
> Nayan Ambali
>
> +91 9591996042
>
> skype: nayangambali
>
>
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