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  3. Customers

Customers

  • Adding Customers
  • Viewing customer information
  • Exporting customer information
  • Adding custom references to customers
  • Viewing customer mandate information
  • Exporting mandate forms
  • Pending customer approval (mandates)
  • Restricted mandates
  • Cancelling a customer
  • Removing a customer
  • Dual signature authorisation
  • Customer authorisation example email templates
  • Sending a mandate approval reminder

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