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How to Add an Acquirer on Client Card

  • Updated

To add an acquirer to the Client Card, head over to the Details-view, under the Ownership and Acquisition section.

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Click the Add Acquirer... button.

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The following dialog will appear.

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Enter the name of any existing Entity in LEX, click on it once it appears on the list, and you are done.

Additionally, you can also enter custom text in this field as well if the entity does not exist in LEX. 

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For more information about removing an acquirer, click here.

 

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.