Better customer data management and new variables!

In our latest update, we have improved the customer profile editing view, allowing for the addition of new data points for customers that can be used as variables. This enhancement has made it even easier to automate the process of creating contracts.

Customer Data

  • For customers, place of birth, date of birth, identification number, and mother's name can also be provided
  • A minor visual improvement is made during the editing of customer data
  • Fixes an issue that rarely occurred, making it seem as if the customer's bank account number was not saved (the save actually took place)

 

Variables

  • Variables with customer's place of birth, date of birth, identification number, and mother's name can be inserted into documents (e.g., contracts)

 

Lists

  • Transformed, more user-friendly appearance when editing list items