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As an administrator, it is possible to create transaction reports by importing the information from Prospect.

  1. Go to Transactions > Transaction Reports > Importation Prospect.
    Add the Prospect transaction report ID and click Next

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  2. Validate clients who are transferred from Prospect and click Save

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Info

The names of the clients are from Prospect.
In addition, one can link these clients from Prospect with clients of Listing folders in NexOne; however, it is not mandatory to choose a client to link.

Currently, clients FINTRAC information from the NexOne Listings can be imported

Tip

Done!