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Option to add external references

Settings Multiple external references

It is now also possible to add multiple external references, such as the client’s CRM ID, to clients. External references could already be added on the product level, but can now also be done on the client level. These external references can be added during the onboarding of a client and are automatically transferred to the Client File once the onboarding is complete. External references can be switched on or off and an overview of these references can be found under contact details. The data can be entered manually or via an API link.

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