Knowledge Articles
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Articles
Showing 26–50 of 67
| Title | Module | Source | Lines | Size | Created | Updated | Actions |
|---|---|---|---|---|---|---|---|
|
Search and View Family Members
family_member-family_member-how-to.md |
family_member | Backend | 125 | 5.9 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
File Management and Document Download System
file-file-how-to.md |
file | Backend | 161 | 7.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Fixed Deposit Investment and Transaction Management
fixdeposit-fixdeposit-how-to.md |
fixdeposit | Backend | 242 | 12.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Gmail Integration and Email Management
gmail-gmail-how-to.md |
gmail | Backend | 122 | 8.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Google Account Integration for Calendar Access
googleauth-googleauth-how-to.md |
googleauth | Backend | 114 | 5.6 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Growth Hub Product Discovery and Business Exchange
growthhub-growthhub-how-to.md |
growthhub | Backend | 173 | 8.8 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Income Management - Adding and Managing Client Income Sources
income-income-how-to.md |
income | Backend | 220 | 10.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Life Insurance Management
insurance-insurance-how-to.md |
insurance | Backend | 187 | 8.5 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Insurance Planning and Need Analysis
insurance-planning-insurance-planning-how-to.md |
insurance-planning | Backend | 208 | 10.6 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
WhatsApp Message Templates and Communications
interakt-interakt-how-to.md |
interakt | Backend | 160 | 7.5 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Access and Search Knowledge Center Resources
knowledge-center-knowledge-center-how-to.md |
knowledge-center | Backend | 141 | 6.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Educational Articles Management
learn-learn-how-to.md |
learn | Backend | 188 | 8.7 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Q&A Forum and Community Features Management
marketplace-marketplace-how-to.md |
marketplace | Backend | 229 | 9.4 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Schedule Client Meetings with Google Calendar Integration
meeting-meeting-how-to.md |
meeting | Backend | 128 | 5.5 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Bank Verification and Email Marketing Tools
misc-misc-how-to.md |
misc | Backend | 177 | 8.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
SIP Details and Management
mutual-fund-sip-management-how-to.md |
mutual-fund
sip-management |
Backend | 150 | 7.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Mutual Fund Transactions in IFANOW
mutual-fund-transactions-how-to.md |
mutual-fund
transactions |
Backend | 224 | 10.9 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Search and View Mutual Fund Scheme Details
mutual_fund-scheme_search-how-to.md |
mutual_fund
scheme_search |
Backend | 153 | 7.6 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Notifications in IFANOW
notification-notification-how-to.md |
notification | Backend | 220 | 9.8 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing NSE Account Types and Folio Mappings
nse-nse-how-to.md |
nse | Backend | 180 | 7.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Partner Hub Management for Investment Opportunities
partnerhub-partnerhub-how-to.md |
partnerhub | Backend | 226 | 10.5 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Reminder Management and Configuration
reminder-reminder-how-to.md |
reminder | Backend | 202 | 10.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Generate and Email PDF Documents to Clients
renderpdfandemail-renderpdfandemail-how-to.md |
renderpdfandemail | Backend | 175 | 9.6 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Configure Returns and Inflation Rates for Financial Planning
returnsandinflationconfig-returnsandinflationconfig-how-to.md |
returnsandinflationconfig | Backend | 124 | 5.9 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Upload iFAST Client and Folio Master Files
rm-dashboard-client-analytics-how-to.md |
rm-dashboard
client-analytics |
Backend | 167 | 6.8 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |