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Generate a Report of all the Trust and Estate clients on CCH.

We need to start begin able to generate a report of Trust and Estate clients on CCH. The only way to do this currently is to create an extra field called “Trusts and Estates” in the extra tab.

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Adam Cohen shared this idea  ·   ·  Report…  ·  Admin →

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  • Pat Harrison commented  ·   ·  Report

    Hi Adam I just found this suggestion. You can add a filter on contact type = Trust. regards Pat