User Notifications for Client Changes

The person who created the client relationship will receive a notification.

Exception: this does not happen when a change occurs for a client imported via e-conomic . Regardless of who created the client relationship and initiated the anti-money laundering process, the notification will always be received by the person who integrated the system with e-conomic.

All users can view and manage all imported clients. However, the user who set up the integration will be the only one receiving notifications about customer relationships imported via the integrated software.