Customer actions

managing customers manage your customers from the customers screen in the core tab searching for customers go to core > customers search by id or click the filter icon and enter your search parameters filter description search by id customer id or search partner partner name or search cif # customer identification file number tax id tax id number classification classification (business, personal, or any) ofac ofac status pep politically exposed person status from start date for search period to end date for search period client identif use this attribute to add your own unique identifying string to a payment call or cos record this attribute is useful for idempotency click search the search results display in the customer management list each row in the list shows an individual customer column description name customer name status customer status in cos ofac customer ofac status pep customer pep status cif # the customer identification file number tax id customer tax id number classification customer classification (business / personal) partner customer partner name created customer creation date in cos onboarding a customer when you onboard a customer, you might be able to add some customer records later depending on your agreement with cross river to onboard a customer in the core tab, click customers to open the customer search screen click onboard customer in the onboard customer screen fill in the new customer details true false 117false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type false unhandled content type click onboard customer the new customer appears in the customers list