1. Retail Onboarding User Guide
  2. Insta Party Management
  3. Insta Party View
  4. Insta Party View - Additional Info

2.3.6 Insta Party View - Additional Info

Section to view additional information related such as Insider, special needs, PEP, and armed forces details.

  1. On Insta Retail View screen, click and expand the Additional Info segment.
    The Additional Info segment is displayed.
  2. On the Additional Info segment, click Edit button on the Additional Info widget. For more information on the Additional Info widget, refer to the Insta Retail Onboarding - Additional Info section.

Parent topic: Insta Party View