IN RAC, I just found that the last tab, Client Summary, provides the following
The CDE(REP)(SEND) tab completed by AFR will also give you if the client is signed up for direct deposit. You can use this as a variable in your client letter template.
IN RAC, I just found that the last tab, Client Summary, provides the following
The CDE(REP)(SEND) tab completed by AFR will also give you if the client is signed up for direct deposit. You can use this as a variable in your client letter template.