RM Setup List

Introduction

This option allows to view the RM Setup list and can update,enable/disable, link reports, set password, delete the record.

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

Sl. No.

The serial number of the record is displayed along with option button to select a record.

Relationship Manager Id

The relationship manager ID.

First Name

The first name of the relationship manager.

Delete Remarks

Remarks for deleting a record.

 

Click

To

Page ‘Go’

View the list of records in that page.

Note:

If there are multiple number of pages for displaying the list of records, then the desired page number can be provided and click Go. The list of record in that page is displayed.

PREVIOUS.GIF

View the list in previous page

NEXT.GIF

View the list in next page.

Create New

Add a new record.

View/Update

View the details of list of menu options and update

Enable/Disable

Enable or disable the manager selected on the list.

Link Reports

View link desired reports.

Set Password

Set the relationship manager password.

Delete

Delete the particular record. Select the radio button next to the required record before you click this button.

Delete Multiple

Select multiple records to delete.

Back

View the previous screen.