When you open the member from the tool bar and click on the member master button you will be shown the following screen, by default you will be shown the member name which you must have entered previously while installing else if you want to add a new member you can do it by clicking the New option in the bottom given in the tool bar. After entering all the details you can save the information by clicking on the save button in the bottom tool bar. You can also search/edit the member by the search and edit buttons.
|Member Name||Enter Member Name here. Length of the member name restricted to 50 characters.|
|Group||You must select group from search button.|
|Type of Assesses||Select your assesses from search button.|
|Date of Birth||Enter Date of Birth here.|
Now click on address detail, you will be displayed these options — Residence, Office and Communication. Now You can enter all the details of the particular member over here, after entering please click the save button.
|Address||You can enter address in three lines. Length of the each Address lines restricted to 30 characters.|
|City||Length of the City restricted to 25 characters.|
|State||Length of the State restricted to 25 characters.|
|Pin/Zip||Length of the Pin/Zip restricted to 10 characters.|
|Country||Length of the Country restricted to 25 characters.|
|Type and Detail||You can enter any number of contact detail select your type and Enter Detail that particular type.|
In Bank detail which is the second option. You can enter any number of bank details of the particular member and don’t forget to click save when finished with the work.
|Bank Name||Name of your Bank.|
|Branch||Enter Branch Name here.|
|City||Enter city of Bank.|
|Account Number||Account number of your particular Bank|
In Credit Detail, you can enter your credit card detail over here in a detailed manner.
There is also a good service which Invest Plus provides, which is that it as well helps you save your vehicle details. If you have any kind of a car or another vehicle you can manage it smoothly using this module.
In Personal Detail , it helps you save all kinds of personal details such as you PAN card no., your blood group, driving licence number, your passport no. And its expiry date and other such important personal details and when done with all, please don’t forget to save your data.
|Residence Status||Select Residence from list.|
|Handicap Person||Select Yes or No.|
|PAN||Enter PAN card no here.|
|Blood Group||Enter your Blood group here. Maximum length is 10 char.|
|Ward/Circle||Enter your ward or circle here. Maximum length is 25 char.|
|Driving License No.||Enter your Driving Licence No here. Maximum length is 20 characters.|
|Driving Lic. Expire Date||Enter your driving licence expire date.|
|Passport No.||Enter your passport no here.|
|Date of Issue||Enter your passport issue date.|
|Date of Renew||Enter your passport renew date.|