How do I review the individuals or corporation's personal information?

  • Once logged into your portal, select Connections on the left-hand panel. Search for your customer using the search field at the top of your screen.
  • Once the results are available, select the customer's name, this will open a new Connection Information window. 
  • On the left-hand side of this window, you will see a dropdown for both Basic Details and Contact Details
  • There is also the option to see the Connection Case information on the right-hand side of this window under Connection Activity.  

Note: This feature is available even if you are using a free account. If you would like to use this functionality for all your customers by connecting with them using valid8Me, please leave your details here and we will get straight back to you.