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Written Agreements Review Addtions

I want to add more customization allowing me add additional forms to that section. My firm needs an OFAC, NAF, and CRS form and I would like to be able to have those dates on my CRM.

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Alex Brown shared this idea  ·   ·  Report…  ·  Admin →
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  • Joe LeBlanc commented  ·   ·  Report

    We need a Form CRS delivery date field ASAP!

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