How to check and save customer company information (integrating with EU VIES) on MC Boss?

Updated at March 14th, 2024

Q: How to verify the accuracy of customer company information?

Q: How to query customer information?

A: MC can automatically query customer's company information integrated with the EU VIES.

Method 1: Query when you create a new client

A: Go to MC Boss → Tap Client → "➕" on top right corner→ Create new client→ Select country and enter VAT NO. → Tap "Verify company info." → View the company info. → Tap “Use”

 

 

Method 2: Query in customer's detail page

A: Go to MC Boss → Tap Client → Select a client → Tap "Modify" on top right corner → →On basic info → Select country and enter VAT NO. → Tap "❗" on the right side of VAT NO.→ View the company info. → Tap OK → Valid company information will indicate ✅

 

 

Kind tips

1. The company address may change, please use the latest information provided by the customer.

2. After auto-filling the data, please verify and remove duplicate information in the address field, such as city and postal code.

 

 

How to verify and search for customer's company information on MS Manager?

Click here to view

 

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