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Learn how to add or edit personal information
You can add the following information of your persons: first name, last name, middle name, custom salutation, gender, contact information such as mail or phone number, nationality, place and country of birth, birth date, national ID number, civil status, address, bank accounts, languages, politically exposed person, one person business and external reference.
Additionally, you can add notes about a person to enable you to consolidate essential information and include extra details that are not covered by the predefined fields.
Below you can find the following guides:
- how to add birth date and place of birth;
- how to add the address;
- how to add a bank account;
- how to add a note.
Below you can find a step by step guide on how to add the birth date and place of birth.
For detailed instructions, click 'Start tutorial' below.
Below you can find a step by step guide on how to add the address.
For detailed instructions, click 'Start tutorial' below.
Below you can find a step by step guide on how to add the bank account.
For detailed instructions, click 'Start tutorial' below.
Below you can find a step by step guide on how to add a note.
For detailed instructions, click 'Start tutorial' below.