1. 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.: EX- 256  

2. Step 1) Login To CRM

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

4. 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.

5. 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.