A Holder represents people or organizations and is a fundamental part of the CRM plugin. In Midaz Console, you can manage holder records, including creating, viewing, editing, and deleting them.

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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

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Available actions

From the Holders page, you can:

Create a Holder

Edit a Holder

Delete a Holder