Link RM

Introduction

This screen allows the administrator to link and de-link the relationship managers from the RO group. A relationship manager can be linked to one or more RO groups.

Navigation

The following is the navigation for this option:

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

AVAILABLE  USERS

Sl. No.

The serial number of the unlinked report. The option button provided to select the record.

User Id

The name of the users.

LINKED USERS

Sl. No.

 The serial number of the linked report. The option button provided to select the record.

User Id

The name of the users.

 

Click

To

tdy.png

Select a record and move to unlinked reports.

Note:

The administrator can also select multiple reports to move to unlinked reports.

td1.png

Select a record and move to linked report.

Note:

The administrator can also select multiple reports to move to unlinked reports.

Update

Update the modifications done.

Back

View the previous screen.