CRD Welcome Package

Corporate Relations Department

Importing

1. At top of page, click on the Import button 2. Click on Choose File 3. Select CSV copy of file 4. Uncheck Test Mode 5. Scroll to absolute bottom of page and click Submit

Deleting All

1. Click on the dropdown Statistics 2. Highlight and click on desired page from the dropdown (see image above)

3. Click the Delete All button 4. All records will be deleted

Viewing

1. Click on the dropdown Statistics 2. Highlight and click on desired page from the dropdown (see image above) 3. From the list of entries, under the heading Actions, click on view next to the corresponding record you would like to view

33

Made with FlippingBook - professional solution for displaying marketing and sales documents online