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InvestWell Corporate - SQL
Suggestion for Client Type
ZEN SECURITIES LTD
started a topic
8 months ago
Show the client type column in the Software > Setup > Manage Clients displaying whether a client is an Individual or Non-individual or a Minor.
In Folio Query, even though you are showing Joint Holder 1 and Joint Holder 2, please add an additional column that simply shows whether the folio is in Single or Joint mode.
Thanks. ZEN Money.
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