Customers
Companies and private persons, conflict checks, customer identifications
Adding Customers
- How the Software Manages Customers
- Adding Corporate Customers
- Adding Private Persons as Customers / Contact Persons
- Information Saved in the Customer Folders
- Setting up Invoicing Addresses
- Defining the Corporate Structure
Editing Customers
- Merging Customers
- Blacklisting Customers
- Setting a Service Restriction for Customers
- Setting a Service Restriction with the Status Reason Function
- Editing Multiple Customers
- Deleting and Deactivating Customers
Checking Conclicts
Identifying Customers
- How the Software Supports Customer Identification
- Effects of Activating the Identification Function
- Defining the Required Identification Level and Risk Assessment for the Customer
- Initiating and Handling Identifications
- Utilizing a Previous Identification Event
- Monitoring Identifications and their Status