2.1 — Find or Create Customer Record
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ New or Search
✅ WHAT TO DO
Before collecting documents, check if the customer already exists to avoid duplicates.
- Search by FULL NAME and MOBILE NUMBER
- If found: open and update existing record
- If not found: click 'New' to create
- Always check for duplicates — one customer, one record
💡 TIP
Duplicate records cause KYC compliance failures. Always search before creating a new record.
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