Configured to load all transactions from PrivatBank and Monobank personal accounts.
The client indicates their TIN in the payment purpose. The client's TIN should also be recorded in the CRM.
After the transaction enters the CRM, a search for the client by TIN is performed. If the client is found, the transaction is linked to them.
There is also an option to set up a search by order number.
The client indicates their TIN in the payment purpose. The client's TIN should also be recorded in the CRM.
After the transaction enters the CRM, a search for the client by TIN is performed. If the client is found, the transaction is linked to them.
There is also an option to set up a search by order number.