Getting Started Guides (20)

Back Office and Service RM

Created by Saurabh Singh, Modified on Fri, 6 Jan, 2023 at 4:36 PM by Saurabh Singh
Access Permission Settings

Created by Anuj Jain, Modified on Fri, 28 Mar, 2025 at 12:09 PM by Product Management
Remove Clients who are inactive

Created by Anuj Jain, Modified on Sun, 7 May, 2023 at 11:42 AM by Anuj Jain
User Creation on Investwell Mint.

Created by Product Management, Modified on Tue, 19 Nov, 2024 at 2:58 PM by Anuj Jain
Client Summary profile - Escalation Matrix

Created by Anuj Jain, Modified on Fri, 15 Nov, 2024 at 10:41 AM by Anuj Jain
Goal Planner

Created by Product Management, Modified on Fri, 30 Jan at 2:50 PM by Product Management
How to Sync Values in PMS

Created by Product Management, Modified on Fri, 23 Oct at 11:48 AM by Product Management
Organisational Hierarchy System

Created by Product Management, Modified on Fri, 17 Jul at 3:27 PM by Product Management
Setting Up CAPTCHA Protection for Your Domain

Created by Product Management, Modified on Thu, 20 Aug at 4:48 PM by Product Management
PMS Update via Bulk Upload

Created by Product Management, Modified on Wed, 14 Oct at 6:03 PM by Product Management