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  1. Merge customers

    1 vote

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    0 comments  ·  Autre  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Bank Statement submission reminder

    Allow partner users to nudge their clients to submit regularly their bank statements.

    It can be automatic monthly, or can be triggered by the partner user for 1 or several clients at a time.

    1 vote

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    0 comments  ·  Banque  ·  Flag idea as inappropriate…  ·  Admin →

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