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

Article ID: 34343  

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

Answer

Use the Bank Tab > 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.


Article Details
Views: 513 Created on: Jun 15, 2013