Specify who you would like to ask information from.
1. When creating a request, click the + button next to the Counterparties field or ‘Click to add counterparties’
2. Select which counterparties you would like to assign to the request. If you are creating a legal entity request, this will only show you legal entity counterparties and vice versa for individuals.
You can search for the counterparty name, email and contact person (for legal entities) to easily find who you would like to assign to the request.
If your counterparty is not created in Avallone yet, you can add a new counterparty straight from here.
Related topics:
Add a new counterparty - legal entity
Create a new Collector request
Need more help?
Contact us on support@avallone.io and we will get in contact with you as fast as possible.