Creation of Report to report on Best Interest (CRS) Dates
It would be extremely helpful if you could create a report in the Reports section where you could see all accounts with information completed in the Best Interest section on the accounts. Currently, you can run a Client Summary report under Fiduciary Reports but it automatically filters, showing only tax-qualified accounts with no way to include all accounts. Can you also create fields for the Best Interest (CRS) on the Custom Export Template?
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Kelly
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