Mandatory Field - Loan Officer

["Zayyad A. Said" <za...@intrasofttechnologies.com>]

Devs,

 

Is there a way we can set mandatory fields in the system?

 

A good example would be Loan Officer during loan account creation, the
application should not get submitted if Loan Officer is not selected.

 

This would really help in reporting as a number of our MFI partners are
struggling to get their officers performance simply because the loan
accounts do not have staff assigned.

 

On the same note, why is it that when you update the officer for a group or
centre the clients and accounts are not updated automatically as how was the
case in Mifos 2.x?

 

Is this set intentionally or it's a bug? I think for groups and centre it's
important to have this kind of linkage as it is too tiresome updating
officers for each client in a group especially when you have a very big
group.

 

Regards;

 

 

*******

Zayyad A. Said | Chairman & C.E.O

 

Cell No.: +254 716 615274 | Skype: zsaid2011

Email:  <ma...@intrasofttechnologies.com>
zayyad@intrasofttechnologies.com 

 

Email banner

 

Re: Mandatory Field - Loan Officer

[Himadri Mitra <hi...@confluxtechnologies.com>]

Hi Zayyad,

Considering the fact that monitoring Loan Officers performance, your
suggestion of making mandatory for 'Assign Staff' is really good. But in
other scenarios, it is better to keep it as non-mandatory.
Your second question, I don't think it is a bug. It gives the flexibility
to choose Loan officer based on the requirement of specific purpose or
avoid it.


--
Thanks and regards,
Himadri Mitra


​
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On Wed, Jan 4, 2017 at 1:50 AM, Zayyad A. Said <
zayyad@intrasofttechnologies.com> wrote:

> Devs,
>
>
>
> Is there a way we can set mandatory fields in the system?
>
>
>
> A good example would be Loan Officer during loan account creation, the
> application should not get submitted if Loan Officer is not selected.
>
>
>
> This would really help in reporting as a number of our MFI partners are
> struggling to get their officers performance simply because the loan
> accounts do not have staff assigned.
>
>
>
> On the same note, why is it that when you update the officer for a group
> or centre the clients and accounts are not updated automatically as how was
> the case in Mifos 2.x?
>
>
>
> Is this set intentionally or it’s a bug? I think for groups and centre
> it’s important to have this kind of linkage as it is too tiresome updating
> officers for each client in a group especially when you have a very big
> group.
>
>
>
> Regards;
>
>
>
>
>
> *********
>
> *Zayyad A. Said | Chairman & C.E.O*
>
>
>
> Cell No.: +254 716 615274 | Skype: *zsaid2011*
>
> Email: zayyad@intrasofttechnologies.com
>
>
>
> [image: Email banner]
>
>
>