Identification Type, Overview
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You must be licenced for the Advanced Clients Add-On to use the functionality described below.

Identification Types allow you to create your own list of acceptable Identification.

You can pre-define the characteristics and defaults for each Identification Type, and can include a validation process to ensure correct data entry.

  • Identification Types also allow for saved information to be included in Credit Enquiries.
  • In Global Settings, you can define the Identification Type Id for Client's Drivers Licence and Passport to be used when completing a Credit Enquiry.

To open the Identification Types form, from the Admin menu, click Identification Types.

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