InvestWell Helpdesk

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

• Currently, when a transaction link is generated and sent to a client, if the client fails to approve it within the allowed timeframe, the link expires. In such cases, I am required to manually recreate the entire cart again for the same client, which is time-consuming and prone to errors.

Requested Feature:

• The ability to regenerate the most recent cart for a particular client (based on PAN or Client Code).
• This feature should allow resending the same cart (with identical schemes and amounts) with a fresh transaction link, without having to rebuild the cart manually.

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:

• Allow users to create and save multiple cart templates with fixed mutual fund schemes, options, and other parameters.
• During actual usage, only the amount and SIP date fields need to be filled in before generating the transaction link.
• This would help reduce data entry time and improve accuracy, especially for bulk or frequent transactions.

Implementing these features will greatly enhance efficiency and reduce redundancy in the transaction initiation process.