New Member Doesn’t Go on AMP Course

This might be used when the new member is from a channel that is not AMP.  

1. In black taskbar at top of screen click on “Back Office” and then “Members/People”

2. In one of the search boxes (e.g. Surname) type in the details for the person whose insurances need to change, then push Enter.

3. When you locate the correct person, click on the link “View member’s profile”.

4. This will take you to that person’s Profile homepage.

5. From menu on left-hand side click on “Manage Membership”, then “Association Pack”.

6. Leave all fields as they are EXCEPT.

7. Tick “Attended Presentation” – this will ensure the database DOESN’T put the person directly into any New Adviser Course that is set up.

8. Click on “Save” button at bottom left of screen.