Editing items in Adviser Go

What should I do if I notice a mistake in the information I have entered in AdviserGo?

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.

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Then simply correct the error and click on Save.

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The change will be saved and viewed in Dashboard.

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How do I delete an item I have entered by mistake? 

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

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

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