Client Transfer - What with the different Services?
What about the Services your client had subscribed to before his Transfer to your Office or during his Transfer to another of your platforms - which Service...
Fri, 5 Mar, 2021 at 2:01 PM
Updating my client's information: Questions / Answers
You have followed the procedure How to update my Client's data via MyCodaBox? but you want more detailed information? Below you will find more informat...
Thu, 3 Sep, 2020 at 9:14 AM
View information about reminder e-mails sent to your clients
Next feature will be available from November 12th! If you have chosen to delegate the management of your mandates to us and if we know your client'...
Wed, 24 Feb, 2021 at 2:14 PM