After creating an account on Chamasoft, many people are not sure of where to start or what they should next. There is a variety of records to be added but here are the most basic to start with.
Here are four essential things you need to do right after you sign up for Chamasoft.
1. Complete Group Profile
On your group profile, click complete group profile and fill in the information about your Investment Group.
Detailed steps here
2. Adding Members
Add the members in order to create the members group accounts, for the to login and view their group financials.
Detailed steps here
3. Adding Bank account
Add your your group bank account. This can be more than one account.
Detailed steps here
4.Creating Contribution
Create your group contributions.
Detailed information here
After completing these basic four steps, you account is now up and running. Kindly proceed to receiving your group records.