Chamasoft allows you to register all your Investment Group members, from where they can access all their records online.
There are two ways of adding members on Chamasoft:
- Manually, where members are added systematically one by one.
- Importing a member list e.g. from an excel sheet.
- Manual method:
To add members manually, follow the link here
2. Import member method:
- On the add members page above, click on actions and select import members options.
This takes you to another page where yo can download a sample excel sheet.
Click on choose file and locate your excel file from your device.
Click on IMPORT MEMBERS to update the member list.
You have successfully imported a member list.