Web-based Customer Management
Manage your customers from the Customers screen in the Core tab.
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 purposes . |
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 |

When you onboard a customer, you might be able to add some customer records later depending on your agreement with CR.
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.
Field | Description |
---|---|
Partner | Enter your partner name or select it from the list |
Classification | Customer classification: PersonalCustomer Name
Customer Profile
Due Diligence
Customer Address
Customer Phone
Customer Email
BusinessCustomer Profile
Customer Address
Customer Phone
Customer Email
|
Click Onboard Customer. The new customer appears in the Customers list.