Feature Requests

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Need Client ID# on Trust Banking Report csv export

We have clients with the same name (and similar names). How can we get the Client ID number to appear on the Trust Banking Report so we can tell clients with the same name apart? Also, in divorce, clients change their names and need a unique identifier to determine whether we have the correct client as it related to the trust funds. Balancing without this unique id has been difficult.

  • Guest
  • Aug 23 2023
How often would you use this request?

Daily.

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