Update your client's details yourself via MyCodaBox: for example, client code, address, email, enterprise name, representative, etc. Some changes will impact your mandates, if they haven't been signed yet by your client.


Update your client's details


Change a client's details via MyCodaBox
  1. In MyCodaBox, click Clients > Client List > Search.
  2. Click the Client code to see the details.
  3. On the page 'Client info', click Edit client info to modify the client's details.
    Access and adapt my client's data in MyCodaBox
  4. Confirm the changes by clicking Save Changes.


Which fields can be adapted?

All fields are editable, except for the Enterprise number.

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Exception: if the 'Enterprise number' field is empty, you can fill it in. In that case, the enterprise name cannot be changed. 


Depending on which details are modified, a warning message may appear:

Read this to understand the possible impact following the modification of this field (more info below in troubleshooting).


Depending on which details were modified, a window appears after saving the changes:

Its content varies according to the type of management you chose for your mandates.


This procedure is also available in a short video
On this page you can watch a short video tutorial  'How to add a new client'. Be sure to check out our other video tutorials, which walk you step-by-step through MyCodaBox with concrete examples.


Important: Add missing email addresses


The email address that you provide us via MyCodaBox allows us to send your client some important reminders related to the signature and activation of their mandates.

Via MyCodaBox you can easily search clients who do not have an e-mail address registered at CodaBox.


Find and add missing email addresses

In MyCodaBox, go to Clients > Client List > Use the filter 'Missing email address'. 

Via the search results, you can open the client info and add the missing email addresses.

Filter clients by missing email address in MyCodaBox


Troubleshooting


Why can't I modify the field Enterprise name?

This field is not modifiable if the Enterprise number has not yet been entered.


A message is displayed when I change the field 'Client code', why?

This message is informative and does not prevent the modification of the Client code but draws your attention to the fact that this modification has consequences at the level of the folder in which the files of your clients will be delivered.


In which cases does changing a client's details impact the mandates?
After modifying your client's details, our system checks whether this affects the mandates. 

Mandates that have not yet been signed by the client, must be submitted to the client again with the new details.


If the client still has mandates in an 'unsigned' status ( Available online - In Preparation - Awaiting signature or Problem), 
a pop-up will be shown with the possible actions you can take.


Which actions*?
  • Download mandate (and then send it to your client)
  • Copy signing link (and then send it to your client)
  • Resend to client (CodaBox resends the mandate to your client)
  • Archive (this cancels the mandate-request)

Note: * The possible actions depend on the type of bank and the agreement you have with CodaBox regarding the management of mandates.


How do I change my own enterprise's details?
If you have created your own enterprise as a client, the page 'Client info' allows you to only change the following details:
  • Client code
  • Email
  • Language
  • Exact Online Digital Mailbox
At the top of the page you will see a notification indicating that you can update the other details through Administration - Organization info.
Edit your details in Client info and in Organization info
In the menu bar at the top, click Administration* > Organization info. 
On the page 'Organization Info', click Edit organization info > Save Changes. 
*This menu is only visible to Admin users. More information on this page.



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