Tag Archives: Beneficiaries

How to edit an existing beneficiaries profile

To edit an existing beneficiaries profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from  the list Now edit any field Save

How to remove a field from an existing beneficiary profile

To remove a field from an existing beneficiary profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from  the list Now choose the field to delete and click on the bin icon Confirm deletion by clicking ok or cancel to cancel Note that if there is no bin …

How can add a field to an existing beneficiary profile

To add a field to an existing beneficiary profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from  the list Now from the right side, drag and drop any field to add it to the file Save  

How to add additional profile for the beneficiaries

To add  additional profile for the beneficiaries: After login, go to Beneficiaries section On top right menu, click on settings On top right menu, click on Add File Now fill all needed fields and use any of the provided fields on the right side Save and see the newly created file in the list

How to change the structure of the basic beneficiaries profile

To change the structure of the basic beneficiaries profile: After login, go to the beneficiaries section On top right menu, click on settings Choose the file you want to edit On the right icon, click and edit Now edit, add or delete anything you want Click save    

How to filter beneficiaries

To filter beneficiaries:  After login,  go to Beneficiaries section On top labels, click on any label containing the filter icon (meaning filter by this label is available) After loading, filtered data will be shown Reset filter to show all data again  

How to manage beneficiary: add, delete, edit

How to manage beneficiary: add, delete, edit A user has the ability to see a list of all beneficiaries, to add new beneficiary and to edit or delete current beneficiary. To add a new beneficiary: After login, go to the Beneficiaries section From the right menu above the list, click on New Beneficiary Now you …