Records by Sector
Records by Category
| Company | Sector | Country | State | City | Category | Contact | Created By | Date |
|---|
Export to Excel
Export KYC records using the same filters as Search Records. Leave filters blank to export everything you have access to.
Filled KYC Report
Every submitted KYC record matching the filters above. Use Edit to update a record directly from here.
| Company | Sector | Country | State | City | Category | Contact | Created By | Date |
|---|
| Username | Full Name | Role | Sector | Remark | Status | Last Login |
|---|
Import Company Master List
Upload an Excel file (.xlsx) with columns: AccID, Ac_Name, Sector (using codes BK, DU, HK, KL, SQ, NY, IN, OTH). Existing AccIDs will be updated; new ones will be added.
Drag your Excel file here, or click to browse
.xlsx only
Fields added here appear automatically on the KYC form under "Additional Details" — no code changes needed.
| Label | Internal Name | Type | Required | Order |
|---|
Job titles added here appear automatically in the Job Title dropdown on the KYC form.
| Job Title |
|---|
ID types added here appear automatically in the ID Type dropdown on the KYC form.
| ID Type |
|---|