How to update an Adviser

1.  Goto Business Setup > Advisers > Click on the Adviser row in which you wish to implement changes


2. It opens a page showing all the tabs for that Adviser

3. Make changes in Adviser details such as:

  • Information
  • Contact Person
  • Bank Details
  • Adviser Codes
  • Clients

4. Click on the ‘Update’ button.




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