{"id":5891,"date":"2024-08-13T12:55:12","date_gmt":"2024-08-13T12:55:12","guid":{"rendered":"https:\/\/techhub.saworks.io\/?post_type=docs&#038;p=5891"},"modified":"2025-07-29T11:52:01","modified_gmt":"2025-07-29T11:52:01","slug":"comment-creer-un-compte-client","status":"publish","type":"docs","link":"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-creer-un-compte-client\/","title":{"rendered":"Comment cr\u00e9er un compte client ?"},"content":{"rendered":"\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\">\n<p>Un&nbsp;<strong>client bancaire<\/strong>&nbsp;est une personne ou une entit\u00e9 qui entretient une relation financi\u00e8re avec une banque, en utilisant divers produits et services bancaires tels que des comptes de d\u00e9p\u00f4t, des pr\u00eats, des cartes de cr\u00e9dit, des services d\u2019investissement et d\u2019autres services financiers.<br>Pour cr\u00e9er un client, allez dans :&nbsp;<strong>le menu Institutions &gt;&gt; Clients<\/strong>.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"207\" height=\"499\" data-src=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104533.png\" alt=\"\" class=\"wp-image-5880 lazyload\" data-srcset=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104533.png 207w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104533-124x300.png 124w\" data-sizes=\"(max-width: 207px) 100vw, 207px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 207px; --smush-placeholder-aspect-ratio: 207\/499;\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"225\" height=\"225\" data-src=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/images-4.png\" alt=\"\" class=\"wp-image-3794 lazyload\" data-srcset=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/images-4.png 225w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/images-4-150x150.png 150w\" data-sizes=\"(max-width: 225px) 100vw, 225px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 225px; --smush-placeholder-aspect-ratio: 225\/225;\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"504\" data-src=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104547-1024x504.png\" alt=\"\" class=\"wp-image-5882 lazyload\" data-srcset=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104547-1024x504.png 1024w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104547-300x148.png 300w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104547-768x378.png 768w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104547-1536x757.png 1536w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-104547.png 1553w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/504;\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Apr\u00e8s avoir cliqu\u00e9 sur le sous-menu&nbsp;<strong>Clients<\/strong>, vous verrez la fen\u00eatre (voir capture d\u2019\u00e9cran \u00e0 droite) avec une&nbsp;<strong>barre de recherche<\/strong>&nbsp;pour faciliter la recherche d\u2019un client.<br>Une&nbsp;<strong>liste de clients<\/strong>&nbsp;s\u2019affichera s\u2019il y a eu des enregistrements, avec leurs&nbsp;<strong>noms<\/strong>,&nbsp;<strong>num\u00e9ros de compte (num\u00e9ro client)<\/strong>,&nbsp;<strong>statuts<\/strong>,&nbsp;<strong>bureaux<\/strong>&nbsp;et&nbsp;<strong>personnel<\/strong>&nbsp;associ\u00e9.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Si vous voyez un&nbsp;<strong>carr\u00e9 orange<\/strong>&nbsp;dans le champ du statut, cela signifie que le client est&nbsp;<strong>en attente<\/strong>.<\/li>\n\n\n\n<li>Le&nbsp;<strong>vert<\/strong>&nbsp;signifie que le client est&nbsp;<strong>actif<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p>Vous disposez d\u2019un&nbsp;<strong>bouton pour importer un client<\/strong>&nbsp;et d\u2019un&nbsp;<strong>bouton pour cr\u00e9er un client<\/strong>.<br>Cliquez sur le bouton&nbsp;<strong>Cr\u00e9er un client<\/strong>&nbsp;et le formulaire ci-dessous appara\u00eetra.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"539\" data-src=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-120453-1536x808-1-1024x539.png\" alt=\"\" class=\"wp-image-5884 lazyload\" data-srcset=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-120453-1536x808-1-1024x539.png 1024w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-120453-1536x808-1-300x158.png 300w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-120453-1536x808-1-768x404.png 768w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-120453-1536x808-1.png 1536w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/539;\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Remarque :<\/strong>&nbsp;Lors du remplissage du formulaire, notez que les champs marqu\u00e9s d\u2019un ast\u00e9risque (*) sont&nbsp;<strong>obligatoires<\/strong>.<\/p>\n\n\n\n<p><strong>Remarque :<\/strong>&nbsp;Vous pouvez rechercher un champ sp\u00e9cifique \u00e0 l\u2019aide de la&nbsp;<strong>barre de recherche \u00ab&nbsp;Filtrer par nom&nbsp;\u00bb<\/strong>&nbsp;situ\u00e9e en haut de la liste.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"s\u00e9lection-du-champ-\u00ab-forme-juridique-\u00bb-comme-personne\">S\u00e9lection du champ \u00ab Forme juridique \u00bb comme PERSONNE :<a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#s%C3%A9lection-du-champ-%C2%AB-forme-juridique-%C2%BB-comme-personne\"><\/a><\/h3>\n\n\n\n<p>Si vous cr\u00e9ez une forme juridique pour une personne, s\u00e9lectionnez&nbsp;<strong>Forme juridique : PERSONNE<\/strong>.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"remplissage-du-champ-\u00ab-type-de-client-\u00bb\">Remplissage du champ \u00ab Type de client \u00bb :<a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#remplissage-du-champ-%C2%AB-type-de-client-%C2%BB\"><\/a><\/h3>\n\n\n\n<p>Pour remplir le champ&nbsp;<strong>Type de client<\/strong>, allez dans :<br><strong>Admin &gt;&gt; Syst\u00e8me &gt;&gt; cliquez sur G\u00e9rer les codes<\/strong>.<\/p>\n\n\n\n<p>Une fois que vous avez cliqu\u00e9 sur le bouton&nbsp;<strong>G\u00e9rer les codes<\/strong>, l\u2019application&nbsp;<strong>Ph\u00e9nix<\/strong>&nbsp;g\u00e9n\u00e9rera une liste de tous les codes disponibles dans le syst\u00e8me Ph\u00e9nix pour votre organisation.<br>Vous devez cliquer sur chaque code pour lui attribuer une ou plusieurs valeurs (\u00e0 enregistrer).<\/p>\n\n\n\n<p>Ces&nbsp;<strong>codes standards peuvent \u00eatre personnalis\u00e9s<\/strong>&nbsp;selon les termes utilis\u00e9s par votre organisation.<br>Les informations saisies ici appara\u00eetront dans les&nbsp;<strong>menus d\u00e9roulants<\/strong>&nbsp;du syst\u00e8me.<br>Ajustez les num\u00e9ros pour refl\u00e9ter l\u2019ordre souhait\u00e9 dans le menu.<br>Cela peut inclure des valeurs telles que&nbsp;<strong>c\u00e9libataire<\/strong>,&nbsp;<strong>mari\u00e9(e)<\/strong>,&nbsp;<strong>veuf(ve)<\/strong>, etc.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"517\" data-src=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-131030-1536x775-1-1024x517.png\" alt=\"\" class=\"wp-image-5886 lazyload\" data-srcset=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-131030-1536x775-1-1024x517.png 1024w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-131030-1536x775-1-300x151.png 300w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-131030-1536x775-1-768x388.png 768w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2024-08-05-131030-1536x775-1.png 1536w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/517;\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"g\u00e9rer-les-codes\"><strong>G\u00e9rer les codes<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#g%C3%A9rer-les-codes\"><\/a><\/h3>\n\n\n\n<p>Pour savoir comment cr\u00e9er des codes, cliquez sur le lien\u00a0<a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-gerer-les-codes\/\"><strong>G\u00e9rer les codes<\/strong>.<\/a><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"pour-le-champ-classification\"><strong>Pour le champ Classification :<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#pour-le-champ-classification\"><\/a><\/h3>\n\n\n\n<p>Pour remplir le champ\u00a0<strong>Classification<\/strong>\u00a0dans\u00a0<strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-gerer-les-codes\/\">G\u00e9rer les codes<\/a><\/strong>, suivez le m\u00eame processus que pour le\u00a0<strong>genre<\/strong>\u00a0et le\u00a0<strong>type de client<\/strong>, c\u2019est-\u00e0-dire allez dans\u00a0<strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-gerer-les-codes\/\">G\u00e9rer les codes<\/a><\/strong>\u00a0pour le cr\u00e9er.<br>Les valeurs de donn\u00e9es pour la classification du client peuvent \u00eatre\u00a0<strong>mari\u00e9(e)<\/strong>,\u00a0<strong>c\u00e9libataire<\/strong>, etc., selon la structure de votre organisation.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"s\u00e9lection-du-champ-forme-juridique-comme-entit\u00e9\"><strong>S\u00e9lection du champ Forme juridique comme ENTIT\u00c9 :<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#s%C3%A9lection-du-champ-forme-juridique-comme-entit%C3%A9\"><\/a><\/h3>\n\n\n\n<p>Si vous cr\u00e9ez une forme juridique pour une entit\u00e9, s\u00e9lectionnez&nbsp;<strong>Forme juridique : ENTIT\u00c9<\/strong>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pour le\u00a0<strong>Type de client<\/strong>, allez dans\u00a0<strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-gerer-les-codes\/\">G\u00e9rer les codes<\/a><\/strong>\u00a0et s\u00e9lectionnez\u00a0<strong>Forme juridique : ENTIT\u00c9<\/strong>.<\/li>\n\n\n\n<li>Pour la\u00a0<strong>Classification du client<\/strong>, allez dans\u00a0<strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-gerer-les-codes\/\">G\u00e9rer les codes<\/a><\/strong>\u00a0et s\u00e9lectionnez\u00a0<strong>Forme juridique : ENTIT\u00c9<\/strong>.<\/li>\n\n\n\n<li>Pour le\u00a0<strong>Secteur d\u2019activit\u00e9 principal<\/strong>, allez dans\u00a0<strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-gerer-les-codes\/\">G\u00e9rer les codes<\/a><\/strong>\u00a0et s\u00e9lectionnez\u00a0<strong>Forme juridique : ENTIT\u00c9<\/strong>.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"pour-la-constitution-champ-obligatoire\"><strong>Pour la Constitution (champ obligatoire)<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#pour-la-constitution-champ-obligatoire\"><\/a><\/h3>\n\n\n\n<p>Allez dans\u00a0<strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/comment-gerer-les-codes\/\">G\u00e9rer les codes<\/a><\/strong>, s\u00e9lectionnez\u00a0<strong>Forme juridique : ENTIT\u00c9<\/strong>, puis choisissez dans les listes d\u00e9roulantes pr\u00e9d\u00e9finies telles que\u00a0<strong>SARL<\/strong>,\u00a0<strong>SA<\/strong>, etc.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"actif\"><strong>Actif :<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#actif\"><\/a><\/h3>\n\n\n\n<p>En cochant cette case, vous&nbsp;<strong>activez le client<\/strong>&nbsp;\u00e0 ce niveau. Vous pouvez \u00e9galement renseigner la&nbsp;<strong>date d\u2019activation<\/strong>&nbsp;dans le champ correspondant.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"ouvrir-un-compte-d\u2019\u00e9pargne\"><strong>Ouvrir un compte d\u2019\u00e9pargne :<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#ouvrir-un-compte-d%E2%80%99%C3%A9pargne\"><\/a><\/h3>\n\n\n\n<p>Cochez cette case pour&nbsp;<strong>cr\u00e9er un compte d\u2019\u00e9pargne<\/strong>&nbsp;pour le client lors de la cr\u00e9ation. Une fois coch\u00e9e, un champ suppl\u00e9mentaire appara\u00eetra :&nbsp;<strong>S\u00e9lectionner un compte d\u2019\u00e9pargne<\/strong>, pour choisir le produit d\u2019\u00e9pargne.<\/p>\n\n\n\n<p>Une fois toutes ces \u00e9tapes termin\u00e9es, vous devez fournir&nbsp;<strong>des informations personnelles sur la famille<\/strong>&nbsp;en cliquant sur&nbsp;<strong>Suivant<\/strong>, comme illustr\u00e9 dans l\u2019image ci-dessous :<br>La personne ou l\u2019entit\u00e9 doit s\u00e9lectionner un&nbsp;<strong>membre de la famille \u00e0 contacter<\/strong>&nbsp;en cas d\u2019indisponibilit\u00e9 du client, et fournir ses coordonn\u00e9es.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"975\" height=\"696\" data-src=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-110031.png\" alt=\"\" class=\"wp-image-5888 lazyload\" data-srcset=\"https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-110031.png 975w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-110031-300x214.png 300w, https:\/\/techhub.saworks.io\/wp-content\/uploads\/2024\/08\/Capture-decran-2025-07-29-110031-768x548.png 768w\" data-sizes=\"(max-width: 975px) 100vw, 975px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 975px; --smush-placeholder-aspect-ratio: 975\/696;\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"modifier\"><strong>Modifier<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#modifier\"><\/a><\/h3>\n\n\n\n<p>Pour modifier les informations d\u2019un client, cliquez sur le client que vous souhaitez modifier, puis cliquez sur le&nbsp;<strong>menu hamburger &gt;&gt; Modifier<\/strong>. Ensuite, modifiez les informations et cliquez sur&nbsp;<strong>Soumettre<\/strong>.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"activer-le-statut-du-client\"><strong>Activer le statut du client<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#activer-le-statut-du-client\"><\/a><\/h3>\n\n\n\n<p>Pour l\u2019activer si cela n\u2019a pas \u00e9t\u00e9 fait lors de la cr\u00e9ation, cliquez sur le client concern\u00e9, puis sur le&nbsp;<strong>menu hamburger &gt;&gt; Actions &gt;&gt; Activer<\/strong>.<\/p>\n\n\n\n<p><strong>NB :<\/strong>&nbsp;Si vous voyez que le statut est pass\u00e9 au&nbsp;<strong>vert<\/strong>&nbsp;dans Actions, cela signifie que le client est&nbsp;<strong>activ\u00e9<\/strong>&nbsp;; sinon, il ne l\u2019est pas.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"remarque\"><strong>REMARQUE :<\/strong><a href=\"https:\/\/techhub.saworks.io\/fr\/docs\/gestion-des-clients-phenix\/creation-dun-compte-preliminaire-via-le-web\/#remarque\"><\/a><\/h3>\n\n\n\n<p>Pour les actions mentionn\u00e9es ci-dessous, il est n\u00e9cessaire de&nbsp;<strong>mettre \u00e0 jour les motifs<\/strong>&nbsp;comme indiqu\u00e9 dans les&nbsp;<strong>valeurs de code<\/strong>&nbsp;(pour plus d\u2019informations, allez dans&nbsp;<strong>Admin &gt;&gt; Syst\u00e8me &gt;&gt; Codes<\/strong>).<br>Pour clarifier, c\u2019est dans&nbsp;<strong>G\u00e9rer les codes<\/strong>&nbsp;que l\u2019on cr\u00e9e les&nbsp;<strong>raisons, motifs<\/strong>, etc.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Un&nbsp;client bancaire&nbsp;est une personne ou une entit\u00e9 qui entretient une relation financi\u00e8re avec une banque, en utilisant divers produits et services bancaires tels [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":5877,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"doc_badge":[],"class_list":["post-5891","docs","type-docs","status-publish","hentry"],"author_avatar":"https:\/\/secure.gravatar.com\/avatar\/6a70e7c73db9f245e650948d09d74f61?s=96&d=mm&r=g","author_name":"Annick N'dri","_links":{"self":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/5891"}],"collection":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/comments?post=5891"}],"version-history":[{"count":0,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/5891\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/docs\/5877"}],"wp:attachment":[{"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/media?parent=5891"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/doc_tag?post=5891"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/techhub.saworks.io\/fr\/wp-json\/wp\/v2\/doc_badge?post=5891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}