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The CRM interface is part of the Midaz Module in Lerian Console. Use it to manage core entities such as Holders and Alias Accounts. It gives you a clear view of your CRM data.

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Accessing CRM features

CRM features are in the Midaz Module of Lerian Console. To open them:
  1. Open Lerian Console and go to the Midaz Module
  2. In the left-side menu, find the CRM entities in the Accounts section:
    • Holders - Manage individuals and companies
    • Alias Accounts - Link holders to ledger accounts

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Available actions

From the Midaz Module, you can:

Manage Holders

Create and manage individuals or companies associated with your accounts

Manage Alias Accounts

Link holders to Midaz ledger accounts with business context