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For contact information a valid e-mail address should be entered together with postal address and phone number.

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Other information

Other information is generally not required.

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Title, passport number and comment is self explanatory but the other items are not.

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This field can be used for entering a campaign code for the user. For example a customer could have been acquired through an e-mail campaign and thus the campaign code for this e-mail event could be entered here. This is even more relevant if you are working with the API which automatically could create customers in Bricknode Financial Systems when customers registers through an external form associated with a marketing campaign.

Settings

The settings section can include a number of items depending on the entitlements of your specific instance of Bricknode Financial Systems. By default these items are:

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Is Approved

By enabling this setting the user can immediately log on to the system.

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