Open DMS Manager
Click on Record Locks button in the left pane
Lock Type = All Locks, and then select Go
Search by scrolling for the client or by the advisor's username. When found, click button Unlock.
Password is Password
Open DMS Manager
Click on Record Locks button in the left pane
Lock Type = All Locks, and then select Go
Search by scrolling for the client or by the advisor's username. When found, click button Unlock.
Password is Password
Yes No