Follow these steps
I adapt my client's data via MyCodaBox
In MyCodaBox > Clients > Client List > Search for your Client > In the client's details, click on Edit to modify his data > Confirm the changes by clicking on Save Changes
Which fields can be adapted?
All fields are editable, except for the Enterprise Number, but if this field is empty, it can be filled in. In this case the Enterprise Name cannot be changed.
Depending on the field that has been adapted, a warning message may appear:
It informs the user of the possible impact following the modification of this field. See our article Updating my client's information: Questions / Answers
Depending on the adapted data, after the save, a window appears, its content varies according to the type of management of your mandates.
Or watch our 'MyCodaBox Academy video
With our video we answer your questions in a matter of minutes! Interested in more video tutorials?
Note: the video isn't available in English but you can have a look at the FR and NL video below: