General Information about Contacts
If you have the necessary permissions, you will see the "Contacts" section in the left menu. In this section, you will have all your contacts, on which you can perform various checks (AML, KYC, etc.).
After opening the contacts section, you can filter between individual contacts and open their details.
Creating a Contact
You can easily create a contact by clicking the "Create" button. Within the contact, you will be prompted to enter the name, surname, and any other details you know.
Editing a Contact
If you need to edit a contact, find the person in the contact list and click on them. Their details will then be displayed, and you can proceed to edit the information by clicking on "Record Details."
After making the changes, don’t forget to save everything.