Personal Information

Part A - General -> Personal Information

There are two ways to fill personal information:

1. Import previous year data

In case of Import previous year data then Click on option import previous year data.

Then Popup will appear, Select modules which data you want to import from Previous year then click on Yes.

2. Manually

In case of manual input, user is required to fill the following information:

1. Select Gender
2. Select Residential Status
3. Aadhar Number/Enrollment ID
4. E-mail ID
5. Secondary E-mail ID
6. Primary Mobile
7. Secondary Mobile
8. STD Code Landline Number 1
9. Select Country
10. Select State
11. Pin Code
12. Flat/Door/Block No.
13. Name of Premises/Building/Village
14. Road/Street/Post Office
15. Area/Locality
16. Town/City/District
17. A.O. Code
18. Range
19. Ward
20. Circle

Some information auto appear from client creation page:

1. First Name
2. Middle Name
3. Last Name
4. Date of Birth/Formation
5. Status
6. PAN

In order to fill personal information some mandatory fields are required to be fill without which system will not allow to save the personal information page. Such mandatory fields are:

1. Last Name
2. Date of Birth/Formation
3. Status
4. Residential Status
5. PAN
6. Email ID
7. Primary Mobile
8. State
9. Pin Code
10. Flat/Door/Block No.
11. Area/Locality
12. Town/City/District

In order to edit personal information page, user is required to click on "Edit"

After clicking on Edit, user can edit the information such as Residential Status, E-mail ID, Secondary E-mail ID, Primary Mobile etc.

In order to save the personal information page, user is required to click on "Save"

After clicking on "Save", a message will appear as "Personal Info Saved Successfully".