Using CRM with Midaz Console
The CRM plugin adds a powerful interface to the Midaz Console, making it easy to view and manage key entities like Holders and Alias Accounts.
This guide walks you through everything the UI offers, what you can do, where to find each feature, and how it all connects to your data. Whether you're building, testing, or documenting the CRM experience, this is your go-to reference to understand how it all works from the user's perspective.
AttentionThe CRM page in the Midaz Console is only available if you’ve acquired the CRM plugin. Want access? Get in touch with our team to learn more.
Accessing the CRM page
To open the CRM page, click the CRM icon on the left-hand navigation bar (Figure 1).
Figure 1. The icon to access the CRM page.
The CRM page will open and display information about the plugin, including available actions. (Figure 2)
Figure 2. The main CRM page
Available actions
From the CRM page, you can:
Updated 7 days ago