New: Client File notifications
Notifications have been added to the Client File. This makes it possible to receive a notification when a client’s data changes. This notification can be sent to an email address of your choice, such as that of a compliance officer, an advisor, etc. This notification can also be sent via a webhook to another system (such as a CRM), allowing the system to take over the latest data from the Blanco system.
You can find this feature in: settings > notifications.
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