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Old Version 2

changes.mady.by.user Priit Aavik

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New Version 3

changes.mady.by.user Tomas Gecevicius

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Complete Client Base Overview

Have all your users in the palm of your hand and access their cards & data from a single dashboard.

Client card explained

(blue star) 1 - Personal data includes the information from the last approved identification and is updated automatically with every next approved identification performed by the same person. Information about Contact data can be added and updated manually by OS user.

(blue star)2 - Last identificationreflects the information about the last approved identification including a direct link to take you the respective identification card.

(blue star) 3 - Comments section is to include relevant information i.e about the steps or actions completed or to be done related to the selected client.

(blue star)4 - Archive card button moves the active client card to archive. This can be used if the agreement between the client and your business was terminated / ended.

(blue star) 5 - Identificationssection includes all the identifications (in read-only mode) performed by the same person since client card was created (including rejected identifications). The left & right arrows help you to view them without closing the client card.

(blue star) 6 - Activity logsinclude the information related to client card actions (when it was created | opened | archived | unarchived etc).

Further read