Customers
New Customer (Person)
Section 01
PERSONAL INFORMATION
Auto-filled when you scan a passport / Emirates ID.
Auto-filled from the document.
Section 02
CONTACT INFORMATION
Section 03
IDENTITY DOCUMENTS
Upload scanned copies of ID, passport, visa, etc. PDF, JPG or PNG, max 10 MB each.
Section 05
MAIN ADDRESS INFORMATION
Cities in United Arab Emirates
Cities in United Arab Emirates
Cities in United Arab Emirates
Master Data
LINKED COMPANIES
Add this customer to one or more companies. Each link gets its own customer code, role, and account manager. The customer record itself stays as single master data.
Section 08
ACCOUNT MANAGER
The employee who owns this customer relationship.
Section 09
FOLLOW UP EMPLOYEE
Receives follow-up reminders for this customer.