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March 26, 2026
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Client File Name

Related products:ProSeries
  • March 26, 2026
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The Client File name is not showing up the way it was entered on the system. I have seen cases where the File Name is all CAPS, all lower case or the first initial is cap. For example, if the client file name is John D. I have seen the following combinations:

1.  JOHN D

2.  john d

3.  John D