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To create or onboard a new customer into FinServ follow the following steps
- Click on ‘Customers’ menu from the list of menu items by the right side panel of the system
- Click on ‘Create News Customer’ button on top of the page
- This will open the customer registration form
- Fill in the registration will at least the required fields (required fields are indicated with *)
- Check to verify all data entered are correct
- Click on ‘Submit Registration’ button at the bottom of the page.
Once the customer registration is submitted, a unique Customer ID is assigned to the customer and can be used to search the customer across the system
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