Task #366
Updated by Ryan Supawarapong 15 days ago
- Create RM account. Need to have limit access. Like operator but cannot approve
- need to be able to see the customer investor type
- add customer investor type to enquiry
- need to be able to update customer transaction
- export option to excel
- create transaction, add option to upload excel to automate the filling of the data process.
- can edit information like transaction.
- able to upload slip
- Add role as a operator
- Add group for create perms only
- create transaction
- Inquiry have ICO, Individual and transaction