Create verifications in IdentityCheck for new contacts in Reckon One
This workflow activates when you add a new contact in your Reckon One app, then initiates a verification process in IdentityCheck. Streamline your contact management and improve security by confirming each new contact's information right when they're added. Efficiently minimize risks and maintain high data accuracy standards with this seamless process.
This workflow activates when you add a new contact in your Reckon One app, then initiates a verification process in IdentityCheck. Streamline your contact management and improve security by confirming each new contact's information right when they're added. Efficiently minimize risks and maintain high data accuracy standards with this seamless process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Verification
Create direct verification
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Select BookRequired
Try ItSelect BookRequired
Try ItSelect BookRequired
Try ItSelect BookRequired
Contact TypeRequired
Display NameRequired
Is ActiveRequired
Is This a Customer
Is This a Supplier
Is This a Superfund
Is This an Employee
Surname or Business NameRequired
First Name or Branch Name
Area Code of Phone Number
Phone Number (Landline)
Mobile Prefix
Mobile Number
Tax Number
Fax Area Code
Fax Number
Email
Website
Is Subject to TPAR
Notes
Customer Credit Limit
Is Business Address Different
Location
Address Type
Address Line 1
Address Line 2
Address Line 3
Suburb
Postcode
Town
State
Country