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

Description

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

Environment

None

Assignee

adzakpasu

Reporter

adzakpasu

Labels

Implementation Priority

Should

URL

None

Story Points

None

Team

Core

productboard URL

None

Components

Fix versions

Due date

2015/07/10

Priority

Minor
Configure