While adding client data, I see "Group Code" as a column header option. What is that? : IFANOW

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While adding client data, I see "Group Code" as a column header option. What is that? Print

Created by: IFA Support Admin

Modified on: Tue, 29 Dec, 2015 at 6:20 PM

Group Code helps you automatically club family members while copy/pasting data. Maintain a uniform Group Code while adding multiple family members.

Some ideas for Group Code: Consider using any one member's PAN,Mobile,Email Id, Aadhar as Group Code. Or you could also consider using group codes of your existing software.

Checkout the below screenshot of how it should look:

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While adding client data, I see "Group Code" as a column header option. What is that? Print

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