How can I generate a copy of the client's application?

While you cannot generate the application completed by the client, you can download a PDF with the current information on an account.

To generate a client information PDF:

  1. From the Home page, click the Contacts
  2. Select the client by clicking the “i” info icon next to a contact
  3. Click the Agenda
  4. Click Generate Client Information PDF
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How do I close a client account?
How do I assign an Account Representative?