I hope you're doing well.
Iām writing to follow up on the feature request I submitted earlier regarding two key enhancements for our transaction workflow:
Regeneration of Expired Cart Orders ā The ability to resend the last transaction cart for a client without having to rebuild it manually.
Standard Cart Templates ā A way to create and reuse templates with predefined schemes for faster and more accurate cart generation.
These additions would significantly streamline our daily operations and reduce the scope for manual errors, especially when handling multiple clients or time-sensitive investment opportunities.
Please enable the same for BSE too. We have had this option on iFAST platform for BSE and NSE too.
Jeyvenkatesh Rajagopal
I would like to request the addition of the following features to streamline our transaction workflow and improve client experience:
1. Regenerate or Reuse Previous Cart Orders
Requested Feature:
2. Standard Cart Templates with Predefined Schemes
To simplify repetitive transactions for commonly used mutual fund schemes, I would like the ability to create standard cart templates.
Requested Feature:
Implementing these features will greatly enhance efficiency and reduce redundancy in the transaction initiation process.
2 people like this idea