Overview: #
The Account Profile feature allows users to manage and view account data efficiently. It includes two modes:
Edit Mode: Users can add, modify, and save account data.
View Mode: Displays saved data in a non-editable format.
Steps to Use the Account Profile Feature: #
Default View-Edit Mode:
Upon opening the Account Profile page, the Edit Mode is displayed by default if no data is there.
Users can update the data fields in the Dynamic Smart Table and other sections.
Click the Save button at the bottom of the page to save changes.
Switch to View Mode:
After saving, the page will switch to View Mode.
In this mode, data is non-editable and serves as a read-only display.
Return to Edit Mode:
To make changes, click the Edit button located on the bottom right of the page.
This will take you back to Edit Mode, where modifications can be made and saved again.
Export Data:
Use the Export button to download the account profile in PDF format.
Key Features: #
Dynamic Smart Table: Enables easy categorization and selection of data fields.
Export Option: Quick PDF export for offline use.
Switchable Modes: Effortlessly toggle between editable and view-only modes.
FAQs: #
Q: What happens when I save the data?
A: The page switches to View Mode, where you can no longer edit data unless you click the Edit button.
Q: How do I edit data again?
A: Click the Edit button at the bottom of the View Mode page to return to Edit Mode.
Q: Can I download the account profile?
A: Yes, use the Export button to download the profile as a PDF.
Q: Is data auto-saved?
A: No, you must click the Save button to store changes.
