PTP PTR - How to amend the nominated partner for partnership

Article ID

kba-03702

Article Name

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?

Yes No

We are sorry you did not find this KB article helpful. Please use the box below to let us know how we can improve it.

Escalate to Support?

First Name *

Last Name *

Company Name *

Email Address *

Phone Number *

IRIS Feedback *

For information on how we manage your data please view our privacy policy