CRM - CLIENT MASTER/LOGIN ACCESS Ticker Product Support November 26, 2021 12:21 Updated How to give login access to the clients?To give login access to clients, Go to CRM – Client master and click on edit. Enter login Id check allow mobile access and enter access expiry date and click on save option. CRM.docx 900 KB Download Related articles What is folio details How to create Family/ Family Master/ Family Creation What is RM client link master /How to map client to RM. Ticker-Wealth Host Entry IP's And URL Comments 0 comments Please sign in to leave a comment.
Comments
0 comments
Please sign in to leave a comment.