Client Aadhar link and Aadhar Details Module on CRM   Step 1) Login To CRM Step 2) Open Link from CRMS menu called ‘Client Aadhar Details’ Step 3) To Link Aadhar enter details. Step 4) Search client status. Client wise, branch wise, main branch wise status search Registration date and last traded date wise filter Contact for Support Hemant Patel - QA  Desk Ph.: +91 265 2226201 - EX- 256  

Step 1) Login To CRM

Step 2) Open Link from CRMS menu called ‘Client Aadhar Details’

Enter Client ID Enter Adhar No Upload Adhar Proof (Image File) Proceed to complete. Step 3) To Link enter adhar details. Enter clientid, adhar card no, adhar proof (Image file)  proceed.

Step 4) search client status. * Client wise, branch wise, main branch wise status search * Registration date and last traded date wise filter * Export To excel data Request Status NA- not applied. Pending – under process. Done – adhar updation done. Reject – Request rejected.