Registration Form - View
In this folder, the largest number of data possible must be entered, such as name, address, phone number, etc.
Procedures
For information of registration form:
| 1. | The system has other sub-folders, in order to manage the customer's registration information in a better way, being divided in two groups: |
| • | Registration data, centralizing sub-folders: |
It displays data from the Customers File
| • | Referential data, centralizing the reference sub-folders: |
| • | Form Compl. |
For more information on customer's other registration data, such as: marital status, parents' name, other phone numbers, etc.
| • | Work Ref. |
For more information of professional references, such as: current or last workplace, date of admission and dismissal, job/position, salary, etc.
| • | Cards Ref. |
Fore more information on own credit cards, such as number, validity and administrator.
| • | Bank Ref. |
For more information on the customer's bank accounts.
| • | Personal Ref. |
To indicate people that can provide personal information from the customer, informing name, phone number, relationship.
| 2. | Fill out fields according to help instructions. |
| 3. | After entering the fields, check and confirm them. |
| 4. | Fill out the fields for other folders: |
| • | Cards |