Use this process if you have already added the Member to the database but not allocated them to a New Adviser Course.
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In black taskbar at top of screen click on “Back Office” and then “Members/People”
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In one of the search boxes (e.g. Surname) type in the details for the person whose insurances need to change, then push Enter.
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When you locate the correct person, click on the link “View member’s profile”.
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This will take you to that person’s Profile homepage.
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From menu on left-hand side click on “Manage Membership”, then “Association Pack”.
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Click on “Introduction Letter Generated” if you have generated it.
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From “How Provided” drop down box select how the Welcome Pack has been/will be provided.
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Select date from calendar that either;
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person first attended course, or
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Welcome Pack posted.
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DO NOT TICK “Attended Presentation” – this will ensure the database puts the person directly into any New Adviser Course that is set up.
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Click on “Save” button at bottom left of screen.
