Customer

How to limit the consultancy form be available to only 1 branch?

Step 1: Click “Setting” .

Step 2: Click on “MANAGE CONSULTANCY” .

Step 3: Click on the pen icon “✏️” to edit.

Step 4: Scroll down in “Consultancy Settings” first to “Branch” and select which branch this form applies to.

Step 5: Click “DRAFT” .

Step 6: Make sure the change has been saved.

Last Updated: July 2024

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