The Client panel collects essential personal details about the account holder, such as name, contact information, date of birth, and marital status. This information is critical for identity verification, compliance, and client communication.
If the client’s details already exist within the CRM, the information in this panel will auto-populate. You must still open the panel to review, verify accuracy, and click Save to mark it complete.
Filling Out Personal Information
Enter the client’s personal details into the provided fields:
- Title: Select the appropriate title (e.g., Mr., Mrs., Ms.).
- Gender: Select the client’s gender (Male, Female, Other).
- First Name: Enter the client's first name.
- Middle Name: Enter the middle name, if applicable; otherwise, leave blank.
- Last Name: Enter the client's last name.
- Date of Birth: Enter in YYYY-MM-DD format exactly as shown on the client’s ID.
Important: The client’s legal name (first, middle, last) entered here must match exactly what appears on their government-issued ID. Any discrepancies may delay the account opening process.
Entering Contact Information
Provide valid contact information to ensure clear and timely client communication:
- Primary Phone Number: Enter the client’s main contact number (required).
- Secondary and Other Phone Numbers: Enter additional contact numbers if applicable (optional).
- Email Address: Provide an active email address for client communication (required).
Note: Selecting Married, Common-Law, or Separated will trigger the requirement to complete the Spouse panel. For all other marital statuses, the Spouse panel will not appear.
Saving the Panel
After completing all required fields:
- Click Save to lock in the provided details.
- The panel status will update from Incomplete (yellow) to Complete (green) upon successful saving.
Example of Completed Client Panel
