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How to see the transaction of specific time duration for all clients?
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How to check the client’s transactions yearly?
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How to check Recent transactions?
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If Invest online is not showing under EMP desk.
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At the time of merging the client, the name is not reflecting in the to be merged client section?
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when the advisor is trying to set target based alert for the investor it's not reflecting?
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Unable to send SMS from the software?
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How to change the theme color of the software?
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How to check sent SMS status.
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From to download mutual fund form?
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How to check the Auto upload summary?
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Why data is not updated on daily basis?
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AMC name is not reflecting at the time of the transaction?
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AMC is not reflecting in the purchase?
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How to enable invest online BSE for the sub-broker desk?
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past date kyc is visible on cvl and status is on hold or rejected. can client process it again from elite or Modiffication ?
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can client modify details after being kyc registered?
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cvl is showing that kyc is on hold.