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The CRM plugin extends the Midaz Console with a dedicated interface for managing core entities such as Holders and Alias Accounts. It provides a clear view of your CRM data and streamlines everyday operations. Explore features, take action, and see how everything connects back to your data; all from a user-focused perspective.
The 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.

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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

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Available actions

From the CRM page, you can:

Manage Holders

Manage Account Aliases