Can I set up a Review make to let me know when the “Signed up for Direct deposit?” is No on the CDE?
@Steven
Nicole
That’s a good reminder to have. The programming might not be done for something like that. I have a template, called “Review Notes”, and I have various things that are checked. I check things like whether to advise clients about RRIF options when they are 65 and over, ask for information about the income of an eligible dependent, and more.
You can create “if” statements (with the “#” symbol) that you can just make as part of your review process to check. I believe the statement would be something like this:
{{ #CurrentClient.RepAClientCDE.ClientInformation.DirectDeposit= 1 }}The client is not registered for direct deposit.{{/end}}