Customers
- Adding Customers
- Viewing customer information
- Adding custom references to customers
- Viewing customer mandate information
- Exporting mandate forms
- Pending customer approval (mandates)
- Restricted mandates
- Cancelling a customer
- Customer dual signature authorisation
- Customer authorisation example email templates
- Mandates
- The status against a customer's mandate says 'pending customer approval'. What does this mean?
- Bulk adding customers with details including name, company, and custom fields