Records on My Docs

Sales Agents

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

Navigating through to the sales agent sub-module

Navigating to the sales agent section

To navigate to the sales agent submodule, from the homepage of the ERP, on the side bar navigation locate the “CRM” module and click on it, you will see a list of drop down menus, select the “Records” sub menu in the dropdowm menus, you will have the records dashoard displayed with different sub modules, now select the Sales Agents menu. See image below

Customer Signups

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

KYC Checklist

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

Introduction

The KYC Checlist in full stands for Know your customer checklist. In the KYC checklist, you have a holistic view of all documentation provided by customers during thier onboarding. This feature provides users with the ability to view and validate these documents. Valid documents are kept in the customer profile and invalid documents are voided.

Customer Fin Accts

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

Concept

Customer financial accounts connect CRM customer records to the accounts used for balances, receipts, payments, and other customer-facing financial activity.

Prevailing Credit Rules

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

Searching Customer Credit Rules

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.

Credit Rules Callover

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

Customers

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

Navigating through to the customer submodule

Navigating to the customer section

To navigate to the customer submodule, from the homepage of the ERP, on the side bar navigation locate the “CRM” module and click on it, you will see a list of drop down menus, select the “Records” sub menu in the dropdowm menus, you will have the records dashoard displayed with different sub modules, now select the customers menu. see image below

Prevailing Relationship Managers

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

The prevailing relationship managers sub-module provide users with the ability to keep track of thier customers and respective relationship managers, users can view and update this record where necessary. Updates can be done in bulk or individually or as the case may be.