Client Admin on My Docs

Doc Req Groups

Tue, 13 Oct 2020 15:21:01 +0200

After creating document types, one can decide to group a set of documents to fast track client or user onboarding. All mandatory KYC requirements could be grouped for example. If a client is being onboarded. He could be assigned a particular KYC group and all the documents within that group must be provided before the client will be properly onboarded into the system.

Doc Req Items

Tue, 13 Oct 2020 15:21:01 +0200

Navigating To Document Required Item

This is where the Document Required Items are managed. This feature helps users to know what the required items are for customer onboarding. To navigate to Doc Required Items, you need to;

KYC Relationship Rules

Tue, 13 Oct 2020 15:21:01 +0200

Concept

KYC Relationship Rules supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

Case Callover

Tue, 06 Oct 2020 08:48:57 +0000

Searching Case Call Overs

Click on the search button as shown in Fig 1.0, select the customer group, and the date for which you want to export the data.

Case Categories

Mon, 16 Nov 2020 13:59:39 +0100

Overview

The Case Categories feature provides administrators with the ability to define and manage different categories of customer cases and complaints, ensuring that each case is properly classified, assigned, and tracked according to its nature. It provides a structured approach to case handling, enabling better organization, faster resolution, and improved reporting on customer service activities.

Cases

Mon, 16 Nov 2020 13:59:39 +0100