My Profile

Introduction

This option allows the RM to change the personal details.

Navigation

The following is the navigation for this option:

• Click My Profile under the Customize link under the Relationship Mgmt (General) link in the RM screen.

• The My Profile screen is displayed.

What you can do

The table below provides a brief description of the data displayed on the screen and the functions you can perform:

Field

Description

Name

Modify the First name , Middle name and Last name.

Address

Update the address details.

City

Modify the location details of the RM mainly city.

State

From the drop-down list, select the state details of the RM.

Note:

This is an optional field.

Country

From the drop-down list, select the country details of the RM.

Zip

Modify the zip code of the RM.

Phone Number

Update the contact details.

Email

Modify the e-mail ID of the RM.

Favourites

From the drop-down list, select the favourites.

Preferred Date Format

Select the preferred date format for the RM.