ADDING PARTIES

QLM enables streamlined portfolio management. Discover how to add new parties to the system with ease, whether manually or by importing them into a new portfolio.  

Watch the video to understand the three stages of adding customers: 

• Purpose: Select the purpose and type of the party (Customer, Supplier, etc) 
• References: Insert or choose the unique ID number of the party 
• Information: Enter the party’s personal information details