Edit Client Master in ExpressRECO

ExpressReco || Editing Client Master Details


This guide provides a step-by-step process to update client details in ExpressReco.

Steps to Edit Client Master

Step 1: Log In to ExpressReco
  1. Visit the ExpressReco Login Portal.
  2. Enter your credentials and log in.
Step 2: Access the Client Master Section
  1. In Client Master Window, locate the client whose details need to be updated.
  2. Click the Edit button under the Action column.
      

Step 3: Update Client Information
  1. Modify the necessary details, such as:
    1. ITD Password
    2. TAN
    3. TRACES Username & Password
    4. Client Contact Information
      

Step 4: Save the Changes
  1. Once all modifications are made, click Save to update the client details.
The updated information will be applied successfully.

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