Editing & deleting items from the Dashboard - UK


Editing items from the Dashboard

If you notice a mistake, for example the incorrect spelling of a your client's name or incorrect balance of an investment account, this can be easily amended from  Dashboard.

From Dashboard select the item with the mistake.



Then simply correct the error and click on Done.



The change will be saved and viewed in Dashboard.



Deleting items from the Dashboard

From Dashboard select the item you wish to delete and then click on the trash can symbol in the top left.



A message will appear and  you need to click ‘delete’ to confirm.