The latest improvement added to MyCodaBox makes Fiduciaries even more autonomous in the management of their customers' data.
Now, by connecting to MyCodaBox, you are able to :
- Update your client's data at any time.
- Be notified when the new update fields you fill in contain sensitive data (customer_code, company_name).
- See the list of CODA mandates concerned with updating a customer.
- Ask Codabox to send your client again a CODA Mandate that has been changed during the client update (if CodaBox handles the mandate management for you).
You can find all the information about updating your customers via MyCodaBox in our article How to update my customer's data via MyCodaBox?