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Managing Holders

Holder entities represent people or organizations and are a fundamental part of the CRM plugin. Here, you will learn how to manage holder records in the CRM plugin, including creating, viewing, editing, and deleting them through Midaz Console.


Accessing the Holders page

To open the Holders page, click the Manage Holders button on the CRM page (Figure 1). You can also click the Holders tab.

Figure 1. Button to access the Holders list.


The Holders page will open, displaying information about the Holders available. (Figure 2)

  • If you do not have any Holders, the list will appear empty.

Figure 2. The Holders page displaying the available Holders


Available actions

From the Holders page, you can:


Creating a Holder

To create a holder in Midaz Console, follow these steps:

  1. Go to the Holders page and click the New Holder + button (Figure 3).

Figure 3. The button to create a new holder.

  1. A window will open where you can choose the type of holder that you want to create.
    1. If you select Individual (Natural Person), you will be redirected to the New Holder page where you can specify the information of the individual.
    2. If you select Corporate (Legal Person), you will be redirected to the New Holder page where you can specify the information of the company.
  2. Fill in all the necessary information and click Save.

If the creation is successful, you will receive a confirmation message, and the list will refresh to show the new Holder.


Editing a Holder

To edit the information of a Holder, follow these steps:

  1. From the CRM page, navigate to the Holders tab and find the Holder that you want to edit.
  2. Click the three dots ( ) from the Actions column, and select Edit (Figure 4.

Figure 4. The option to edit a holder from the Actions menu.

  1. The Holders form will open.
  2. Edit the information as needed and click Save.

Deleting a Holder

To delete a Holder, follow these steps:

  1. From the CRM page, navigate to the Holders tab and find the Holder that you want to delete.
  2. Click the three dots ( ) from the Actions column, and select Delete (Figure 5).

Figure 5. The option to delete a holder from the Action menu.

  1. A confirmation dialog will appear.
  2. Click Confirm to finalize the deletion.
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Attention

Once confirmed, the Holder will be permanently removed from the platform. Proceed with caution.

Updated 7 days ago