MYCODABOX ACADEMY ? What is it? Clear and quick answers to all of your questions In which format? Videos of a few minutes explain the use of MyCodaBox in a simple manner Which features are presented? Currently, 9 videos are available. We know your time is precious: in just a few minutes, discover the basic features of your MyCodaBox online platform! |
OUR MYCODABOX VIDEOS
CLIENT MANAGEMENT
Add a new client
Note: The video isn't available in English but you can have a look at the FR and NL video below
Update my client's data
Note: the video isn't available in English but you can have a look at the FR and NL video below:
BANK ACCOUNTS MANAGEMENT
Add an account number for an existing client
Note: The video isn't available in English but you can have a look at the FR and NL video below
Delete (archive) an account number
Note:The video isn't available in English but you can have a look at the FR and NL video below
CLIENT AND PLATFORM TRANSFER MANAGEMENT
Request and follow up the transfer of a client to your Office
Note:The video isn't available in English but you can have a look at the FR and NL video below
Request and follow-up the transfer of your client to another platform
Note: The video isn't available in English but you can have a look at the FR and NL video below
CODA/SODA MANAGEMENT
The status of my client's mandate is 'Sent to client' but I am not receiving his CODA, why?
Note: The video isn't available in English but you can have a look at the FR and NL video below
Request the resend of missing CODA files
Note: The video isn't available in English but you can have a look at the FR and NL video below
Order and archive a SODA mandate
Note: The video isn't available in English but you can have a look at the FR and NL video below
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