Input of data in Client File Module optional
Until now, all fields in the Client File Module required input in order to import clients. This sometimes slowed down the process when a professional user did not have all of a client’s data. We have adjusted this so that only the following basic data must always be present: a person’s name, surname, date of birth and company name in the case of a business entity. This basic data is required to start the automatic screening, but the rest of the data can be filled in later. If you also want to create a user account for your client, you will also need his or her mobile phone number for double authentication when logging in.
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