Edit Customers

Edit Customers record and update workflow fields.

5 Jul 2026, 4:26 am

Customer module — identity, demographics, compliance (not loan or lead fields).

General

Jaguar customer master — new registration

IndividualNon-individual

Aadhaar no

PAN no *

First name *

Middle

Last name *

Father's name

Mobile-1 *

Company

Designation

DOB

Gender

Marital status

Qualification

Religion

Photo

Signature

Compliance & financial profile

Extended customer fields

Language 1

Language 2

State

Ckyc No

Ckyc Registration Date

Residence Proof

Skip SMS Resend CKYC Is Staff

Distance From Branch

Risk Category

DOB

Age

Gender

Annual Income

Monthly Income

Initial Loan Amt

Loan Tenure

Loan Purpose

Income Slab