Client History
Last updated
Last updated
To effectively manage and comprehend each client's status, including whether a client was blacklisted, archived, suspected of concealing identity, or remains unverified, you can utilize the Client History feature.
Navigate to a Client list tab and click on a client's name to access its dedicated client page.
In the History tab (marked with an arrow below), we can scroll through a Clients past resolutions, Blacklist and Archive past, and our Comments on those actions.
To learn more about
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