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How can I see a list of clients who filed using a bank product?

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Question
How can I see a list of clients who filed using a bank product?

Answer

Use the Bank Tab then choose Bank Products to view your clients process bank product details. You can search for a specific client or choose to Show All.

For WEB Software, you can break this list down by choosing a specific product type from the Bank Tab drop-down.


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Article Details
Views: 709 Created on: Jun 15, 2013
Date updated: Aug 11, 2015

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