# Individual Customer Information

The Individual Customer Information tool empowers CBA operators to manage customer accounts effectively. This page serves as the primary resource for creating current or savings accounts for individual customers. Here, operators can create and modify individual customer account information.

## Accessing the Individual Customer Information Page

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Accounts** in the side menu.
3. Select **Customer Information** from the dropdown list.
4. Choose **Individual** from the **Customer Information** dropdown list.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2F8VwFGJr83w5Z7bL1NXgN%2FIndividual%20Customer.png?alt=media&#x26;token=e158bc97-1a5a-42ce-9ec0-7fde415574c2" alt=""><figcaption></figcaption></figure>

## Add A New Individual Customer Information

To add a new customer information:

1. Click on the **Add** button located at the top of the page.
2. Fill in the required customer's **Personal Information.**
3. Click **Next** and fill in the **Next of Kin** details.
4. Click **Next** and fill in the customer's **Work Information**.
5. Click Next, Upload the necessary document, and specify the document type.
6. Click **Submit** to create the account.
7. Confirm the action by clicking the **“Yes, I want to proceed”** button.

<figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FZNM4YwKrE9CtuNiiBAro%2FCreate%20Customer.png?alt=media&#x26;token=509c447f-ef90-4fbe-b9a8-32776f5d782b" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Once customer information has been successfully created, you can copy th&#x65;**`customerID`**  and use it to create a savings/current account for your customer by visiting the [Current and Savings page.](https://docs.udara360.io/core-features/account-management/customer-account/current-and-savings)
{% endhint %}

<div align="center"><figure><img src="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FOmYgIg1R7ZfsxXV9Wnh5%2FScreenshot%202024-10-09%20at%208.00.55%E2%80%AFPM.png?alt=media&#x26;token=bc4adeb3-c820-426f-9f77-d4fb2ea9f600" alt="" width="375"><figcaption></figcaption></figure></div>

## Modify A New Individual Customer Information

To modify existing customer information.

1. In the **Actions** column, click the three vertical dots **(⋮)** next to the customer information you wish to edit.
2. Select **Modify** from the dropdown menu.
3. Update the customer's relevant details.
4. Click **Submit** to save and apply the changes.
5. Confirm the action by clicking the **“Yes, I want to proceed”** button.

## View Individual Customer Information

To view the details of a group or corporate account:

1. In the **Actions** column, click the three vertical dots **(⋮)** next to the account you want to view.
2. Select **View** from the dropdown menu.
3. This will display all customer information.