{"id":1046,"date":"2026-06-02T08:57:54","date_gmt":"2026-06-02T06:57:54","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&#038;p=1046"},"modified":"2026-06-04T10:07:03","modified_gmt":"2026-06-04T08:07:03","password":"","slug":"create-a-new-prospect-or-customer","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/creer-un-nouveau-prospect-ou-client\/","title":{"rendered":"02.01 \u2013 Create a new prospect or customer"},"content":{"rendered":"<p><em>This procedure describes how to create a new prospect or client record in VIGIL KYC.<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Procedure<\/h2>\n\n\n\n<p>1. From the \u00abCustomer Register\u00bb tab, click \u00abNew Customer\u00bb.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"867\" height=\"266\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-1-en-.png\" alt=\"\" class=\"wp-image-1136\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-1-en-.png 930w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-1-en--300x102.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-1-en--768x262.png 768w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-1-en--18x6.png 18w\" sizes=\"(max-width: 867px) 100vw, 867px\" \/><\/figure>\n\n\n\n<p>2. Select the client type: legal entity or natural person.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"535\" height=\"384\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-2-en-.png\" alt=\"\" class=\"wp-image-1138\" style=\"width:362px;height:auto\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-2-en-.png 540w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-2-en--300x206.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-2-en--18x12.png 18w\" sizes=\"(max-width: 535px) 100vw, 535px\" \/><\/figure>\n\n\n\n<p>3. Select the display language (If you are using the client communication module, this is the language in which the client will see their document request)<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"503\" height=\"352\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-3-en-.png\" alt=\"\" class=\"wp-image-1139\" style=\"width:364px;height:auto\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-3-en-.png 542w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-3-en--300x216.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-3-en--18x12.png 18w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/figure>\n\n\n\n<p>4. If the customer is not in the people register, enter their name directly to create them. <br>If the customer has already been entered via the people registry, select their name from the drop-down menu. <br>Then click \u00abCreate\u00bb<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"463\" height=\"326\" src=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-4-en-.png\" alt=\"\" class=\"wp-image-1140\" style=\"width:356px;height:auto\" srcset=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-4-en-.png 513w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-4-en--300x209.png 300w, https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/07\/new-customer-4-en--18x12.png 18w\" sizes=\"(max-width: 463px) 100vw, 463px\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Expected result<\/h2>\n\n\n\n<p>The client file has been created. You can now access it via the client register by clicking on the client's name. <\/p>","protected":false},"excerpt":{"rendered":"<p>Cette proc\u00e9dure d\u00e9crit la cr\u00e9ation d\u2019une nouvelle fiche prospect ou client dans VIGIL KYC. Proc\u00e9dure 1. Depuis l\u2019onglet \u00ab Registre des clients \u00bb, cliquez sur \u00ab Nouveau client \u00bb. 2. S\u00e9lectionnez le type de client : personne morale ou personne physique. 3. S\u00e9lectionnez la langue d\u2019affichage (Si vous utilisez le module de communication client, c&rsquo;est [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[9],"doc_tag":[16],"class_list":["post-1046","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-creer-et-gerer-un-dossier-kyc"],"year_month":"2026-09","word_count":141,"total_views":"2","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Bastien Decerf","author_nicename":"bdecerfarcad-lu","author_url":"https:\/\/vigil-solutions.eu\/en\/author\/bdecerfarcad-lu\/"},"doc_category_info":[{"term_name":"KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-category\/kyc\/"}],"doc_tag_info":[{"term_name":"Cr\u00e9er et g\u00e9rer un dossier KYC","term_url":"https:\/\/vigil-solutions.eu\/en\/docs-tag\/creer-et-gerer-un-dossier-kyc\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>02.01 - Cr\u00e9er un nouveau prospect ou client - Vigil<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vigil-solutions.eu\/en\/documents\/create-a-new-prospect-or-customer\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"02.01 - Cr\u00e9er un nouveau prospect ou client - Vigil\" \/>\n<meta property=\"og:description\" content=\"Cette proc\u00e9dure d\u00e9crit la cr\u00e9ation d\u2019une nouvelle fiche prospect ou client dans VIGIL KYC. 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