We're excited to announce from October, 2024, you can add an acquisition source to each customer in Mesh and use this field to filter cases and customers for streamlined remediation and reporting.
If you want to track which partner, vendor, affiliate, or third party a customer came through—whether for better case management or reporting—this feature is designed to meet that need. With a dedicated field for acquisition source, you no longer need to rely on labels for this purpose.
Key features:
- Indicate through which partner, vendor, affiliate or third party you acquired a customer.
- Add the acquisition source at the same time as creating the customer or update existing customers to include this field.
- Filter customers and cases by acquisition source as part of your workflows.
- Download exports of customers, including the acquisition source, to feed into your management information and reporting.
For more details on updating customers, read this article and the Mesh API documents here.
Release details:
Go-live date: October, 2024.
These updates are automatically available to all users and detailed in the API documentation for ComplyAdvantage Mesh.
If you have any questions, please contact your Customer Success Manager or our Support team at support@complyadvantage.com.