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Customer Management

Customer Management

Overview

Maintain complete records of individual and business customers, including contact details, identification documents, transaction history, account balances, preferred currencies, risk levels, and supporting documents.

Features:

  1. 👤 Individual Customer Profiles
  2. 🏢 Business Customer Profiles
  3. 📞 Contact Information
  4. 🪪 Identification Documents
  5. 📷 Customer Photograph
  6. 🏠 Address Information
  7. 🌍 Nationality Information
  8. 💱 Preferred Currencies
  9. 📋 Transaction History
  10. 💰 Customer Balance
  11. 💵 Credit Limit
  12. ⭐ Customer Classification
  13. ⚠️ Risk-Level Management
  14. 📎 Document Attachments
  15. 📊 Customer Reports


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