Ticker Product Support
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Activity overview
Latest activity by Ticker Product Support-
Ticker Product Support created an article,
How to add Branch, RM and Agents?
To create branch, go to branch master and click on add branch option . Fill the details and click on create option. To create RM, go to RM master and click on add RM option. Fill the details and ...
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Ticker Product Support created an article,
How do I merge clients /Client Merging.
To merge clients, go to CRM- Client merging – Merge Client. To merge the client, select the main client and add it in the search main client option and add rest of the through below search options.
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Ticker Product Support created an article,
How to create Family/ Family Master/ Family Creation
To create a family go to CRM- Family master – Create family. In the search mail client add the head of the family and rest family members can be added through search client option below. After addi...