ExpressITR || Process to Change the Status/Type for theTrust/AOP/BOI/Society
Stepwise Process to Update Status/Type
Step 1: Log in to the Software
- Access the software using your credentials.
- Navigate to the Client Master section.
Step 2: Select the Record
- Locate the specific record for the Trust, AOP, BOI or Society.
- Click the Edit button in the Action column.
Step 3: Update the Status/Type
- Open the Personal Information section.
- Select the desired Status/Type from the drop-down menu.
Step 4: Save Changes
- Click the Save button to confirm and apply the updated information.
Step 5: Verify the Update
- Review the updated record to ensure the changes have been successfully applied.
By completing this process, you have successfully updated the Status/Type in the record for the Trust, AOP, BOI or Society.
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