3.7 RM Details

RM Id is automatically populated based on the login details.

1. To modify the RM Id, search and select the required user.
2. Click Create. The child party is created and displayed in the Customer Info page.

   Note:

   After creating the child party, right click the child party icon to Add Customer for the child party, View the child party details, Quick View the child party details, Configure the child party information and Delete the child party if required.