Effortless Onboarding & AML CDD
Over time you may have multiple records against the same client. For example if you renew or change an agreement for a client then 2Shakes will hold the original agreement, along with the updated agreement.
If you type and then search for (part of) the client name in the Dashboard you will be presented with a list of all client that match this name.
Simply click on the sort button in the Updated column then find the agreement with a status of Complete that has the most recent date. This will be the most up to date current agreement.