Thank you for your feedback.

Was this useful?

PTP PTR - How to amend the nominated partner for partnership

Article ID

kba-03702

Article Name

PTP PTR - How to amend the nominated partner for partnership

Created Date

2nd December 2019

Product

Problem

How to amend the nominated partner for partnership

Resolution

Please do the following:
– Highlight the partnership within the ‘Find Client’
– Click on the ‘Client Main Details’ tab
– Right-hand side of the screen, manually amend the name for ‘Nominated Partner’ 

Thank you for your feedback.

Was this useful?