{"id":1056,"date":"2026-06-02T09:02:17","date_gmt":"2026-06-02T07:02:17","guid":{"rendered":"https:\/\/vigil-solutions.eu\/?post_type=docs&p=1056"},"modified":"2026-06-04T10:24:53","modified_gmt":"2026-06-04T08:24:53","password":"","slug":"identify-a-client","status":"publish","type":"docs","link":"https:\/\/vigil-solutions.eu\/en\/docs\/identifier-un-client\/","title":{"rendered":"02.02 \u2013 Identify a customer"},"content":{"rendered":"

This procedure explains how to complete a client identification form. <\/em><\/p>\n\n\n\n

<\/div>\n\n\n\n

Procedure<\/h2>\n\n\n\n

1. Open the customer file (by clicking on the customer's name in the customer register)<\/p>\n\n\n\n

2. Access the \u00abClient Identification\u00bb section (on the left-hand column).<\/p>\n\n\n\n

3. Complete the requested information on the identification form.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

4. Check the information entered.<\/p>\n\n\n\n

5. Click \u00abSave\u00bb once the record is complete.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>","protected":false},"excerpt":{"rendered":"

Cette proc\u00e9dure explique comment compl\u00e9ter la fiche d\u2019identification d\u2019un client Proc\u00e9dure 1. Ouvrez la fiche du client (en cliquant sur le nom du client, au sein du registre des clients) 2. Acc\u00e9dez \u00e0 la section \u00ab Identification client \u00bb (dans la colonne de gauche). 3. Compl\u00e9tez les informations demand\u00e9es dans la fiche d\u2019identification. 4. V\u00e9rifiez […]<\/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-1056","docs","type-docs","status-publish","hentry","doc_category-kyc","doc_tag-creer-et-gerer-un-dossier-kyc"],"year_month":"2026-09","word_count":71,"total_views":"1","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":"\n02.02 - Identifier un 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\/identify-a-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"02.02 - Identifier un client - Vigil\" \/>\n<meta property=\"og:description\" content=\"Cette proc\u00e9dure explique comment compl\u00e9ter la fiche d\u2019identification d\u2019un client Proc\u00e9dure 1. 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V\u00e9rifiez […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/vigil-solutions.eu\/en\/documents\/identify-a-client\/\" \/>\n<meta property=\"og:site_name\" content=\"Vigil\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-04T08:24:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/vigil-solutions.eu\/wp-content\/uploads\/2026\/06\/image-11.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1598\" \/>\n\t<meta property=\"og:image:height\" content=\"816\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/\",\"url\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/\",\"name\":\"02.02 - Identifier un client - Vigil\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/vigil-solutions.eu\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/image-11.png\",\"datePublished\":\"2026-06-02T07:02:17+00:00\",\"dateModified\":\"2026-06-04T08:24:53+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/#primaryimage\",\"url\":\"https:\\\/\\\/vigil-solutions.eu\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/image-11.png\",\"contentUrl\":\"https:\\\/\\\/vigil-solutions.eu\\\/wp-content\\\/uploads\\\/2026\\\/06\\\/image-11.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/identifier-un-client\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/vigil-solutions.eu\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Docs\",\"item\":\"https:\\\/\\\/vigil-solutions.eu\\\/docs\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"02.02 – Identifier un client\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/\",\"name\":\"Vigil-solutions\",\"description\":\"Application 100% Web\",\"publisher\":{\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/#organization\",\"name\":\"Vigil\",\"url\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/vigil-solutions.eu\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/1.-logo_VIGIL.png\",\"contentUrl\":\"https:\\\/\\\/vigil-solutions.eu\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/1.-logo_VIGIL.png\",\"width\":601,\"height\":248,\"caption\":\"Vigil\"},\"image\":{\"@id\":\"https:\\\/\\\/vigil-solutions.eu\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"02.02 - Identify a client - Vigil","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/vigil-solutions.eu\/en\/documents\/identify-a-client\/","og_locale":"en_GB","og_type":"article","og_title":"02.02 - Identifier un client - Vigil","og_description":"Cette proc\u00e9dure explique comment compl\u00e9ter la fiche d\u2019identification d\u2019un client Proc\u00e9dure 1. 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