Confirmation.community | Editing Financial Forms in a Client Profile

  Editing Financial Forms in a Client Profile

Published:  08/15/2016

Users can edit forms that have been loaded onto a client profile by following the below guide. This is especially useful when responders deny requests due to incorrect signer and incorrect account number. Users can add more signers to a form and edit account details accordingly.

  Instructions:

  1. Select the "Financial" option located in the Accounts block, to view a list of accounts that have been loaded on this client profile.

    User-added image
     
  2. Click on the account number of the form that needs to be amended.

    User-added image
     
  3. Should you wish to change the responder attached to the form, type the name of the new responder and select search. If not, select next to edit the account details on the form.

    User-added image
     
  4. Amend the details of the form to reflect per the details on the client's bank statement and select save.

    User-added image
 
(Popularity = 2/100, Rating = 0.0/5)

Didn't find what you were looking for?


Watch a video

Check out our helpful video guides

Contact Support

Contact our support team
CQS logo

CQS Technology Holdings is one of South Africa’s leading software houses specialising in the design, development and deployment of software solutions for financial professionals. CQS provides a full range of professional services and “best of breed” solutions to nearly 4,000 customers spanning Audit, Risk Management and Corporate Performance Management.

Copyright © 2017 CQS Technology Holdings | All Rights Reserved