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📁 Phase 1 — KYC Introduction & Requirements
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📁 Phase 2 — Customer Onboarding in Odoo
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📁 Phase 3 — Document Collection
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📁 Phase 4 — Document Upload & Verification
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📁 Phase 5 — KYC Review & Approval
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📁 Phase 6 — Document Expiry & Renewal
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📁 Phase 7 — Compliance Reporting
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- Join this Course to access resources
2.1 — Find or Create Customer Record
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ New or Search
✅ WHAT TO DO
Before collecting documents, check if the customer already exists to avoid duplicates.
- Search by FULL NAME and MOBILE NUMBER
- If found: open and update existing record
- If not found: click 'New' to create
- Always check for duplicates — one customer, one record
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💡 TIP
Duplicate records cause KYC compliance failures. Always search before creating a new record.
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