Complete Client Base Overview
Have all your natural clients in the palm of your hand and access their cards & data from a single dashboard.
Table of contents
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🗒️ Client card explained
1️⃣ Main
2️⃣ Identifications
3️⃣
Related filesFiles
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Related files Files include a possibility to upload and manage custom files required or useful to related client in question. |
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More info: /wiki/spaces/PUB/pages/2288648193 |
5️⃣ Monitoring
4️⃣
Risk scoringMonitoring
6️⃣ Activity logs
5️⃣ Logs
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Further read: |