When creating a New Client, our system checks whether the Client Code, Bank Account and Company Number data you enter in the form already exist in our system.
- The Enterprise Number and the Bank Account must be unique in our system.
- The Client Code must be unique in your platform*.
- If the system detects that this data already exists, an information or error message is displayed when you click on Save Client:
|The Client already exists||The Bank Account or Client already exists||The Client Code already exists|
|Client already exists - transfer to your office|
If this information message is displayed:
It shows that the Client is already known in our system, via another office or platform.
→ MyCodaBox then automatically proposes a Transfer from this Client to your Office.
Client already exists - other platform
If this error message appears next to the Bank Account or Company Name and no transfer is proposed:
→ Search on the platform on which you have already added this customer or IBAN.
You can also do the same search in the list of CODA Mandates. This message shows that this Client or Bank Account is already known in your platform
If this error message is displayed:
It shows that this Client Code is already known in your platform
→ Choose a new Client Code.