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Transaction reports from Prospect
Transaction reports from Prospect
- Regis Bassy Koffi (Unlicensed)
Owned by Regis Bassy Koffi (Unlicensed)
As an administrator, it is possible to create transaction reports by importing the information from Prospect.
Go to Transactions > Transaction Reports > Importation Prospect.
Add the Prospect transaction report ID and click NextValidate clients who are transferred from Prospect and click Save
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
Done!