Client profiling - Record - Basic data
Shows the client's general data and allows you to specify how the personal data is recorded.
For information purposes, you can see the holder or prospect number, the data of the recording and the advisor as well as the date of the last client profiling. If no client profiling has been carried for any of the participants, then the "Date" field is empty and needs to be specified. The date of the last client profiling determines the preset entry type.
In case the preset entry type does not match the necessary type, select the correct type from the options. The following choices are available:
- Initial entry
- Repeat (complete reentry)
- Change (individual entries)