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Status Potential for future consideration
Created by Guest
Created on Jan 27, 2021

AgilLink - Ability to pull up a list of all clients with full account numbers

Michael Jordan at Level Four Management LLC would like to be able to pull up a list of all clients with full CNB account numbers. It would need to be available in pdf and excel. Excel would be best as it would offer the ability to sort.


Currently, a listing of full account numbers, is in the Entitlements page, however, this is not a printable report.



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