How can we help?
How do I add or edit insurance/panel?
To add insurance/panel,
- Go to Master List –> Customers.
- Click the Add Customers button on the right upper corner.
- Fill in the details of insurance/panel,
- Click Save.
To edit/delete insurance/panel?
- Go to Master List –> Customers.
- Search from the specific insurance/panel. Click Edit/Delete icons under the Actions column.
- Click Save after making the changes or Delete to confirm the deletion.