I adapt my client's data via MyCodaBox

Follow these steps

On MyCodaBox -  Clients - Client List, search for your Client and click Edit to modify the data.

adapt client information in mycodabox

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? 

Subscribe to our  MyCodaBox Academy (NL) / MyCodaBox Academy (FR)

Note: the video isn't available in English but you can have a look at the FR and NL video below: